Capital Wealth Advisors appoints Baum as senior vice president in Naples office
Capital Wealth Advisors, an independent financial advisory firm, has announced the appointment of Jason A. Baum, as Senior Vice President, Private Wealth Management in its Naples office. In this role with the firm, Baum will assist his clients in achieving their goals through comprehensive wealth management.
Baum brings more than 16 years of financial services industry experience to Capital Wealth Advisors. Prior to joining the firm, he served as Senior Wealth Advisor for Mariner Wealth Advisors. Before that, he was a Financial Advisor for Rehmann Financial Group. He also worked locally at Ciccarelli Advisory Services and at Confer Financial Services in St. Joseph, Mich.
Baum earned his MBA from William Howard Taft University. He is designated as a Chartered Financial Analyst, Certified Financial Planner and Chartered Financial Consultant and holds Series 66 and Life, Health and Annuity licenses. Baum is a member of the CFA Society of Naples and Collier Community Foundation Professional Advisors Council.