Capital Wealth Advisors adds David as an Operations & Technology Associate

Capital Wealth Advisors, an independent financial advisory firm based in Naples, announced the appointment of Zachary David as an Operations & Technology Associate on the insurance team. In this role, he manages insurance cases from submission through underwriting to policy delivery and supports the in-force service work.

David joins CWA following two summers interning with the firm. During his internship, he focused on life insurance analysis and policy review, monitoring in-force policies, identifying performance gaps and helping streamline insurance reporting. As CWA builds out new technology for its insurance operation, David will document current workflows and help test and refine the tools being developed.

Originally from Greensburg, Penn., David has a bachelor of arts in business management (graduating magna cum laude) from Rollins College in Winter Park, where he was a member of the international business honors society Beta Gamma Sigma and played Division II Baseball.

“We are pleased to welcome David to our growing team of professionals,” said William N. Beynon, President, Chief Executive Officer, and Managing Partner of Capital Wealth Advisors.