Capital Wealth Advisors Appoints Baum as Senior Vice President, Private Wealth Management in the Firm’s Naples, Florida Office
Capital Wealth Advisors, an independent financial advisory firm, has announced the appointment of Jason A. Baum, CFA®, CFP®, ChFC®, as Senior Vice President, Private Wealth Management in its Naples, Florida 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, Michigan.
Baum earned his MBA from William Howard Taft University (summa cum laude). He is designated as a Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER TM 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.
Headquartered across strategic locations in Naples, FL, New Orleans, LA, and both Charlotte and Cary, NC, Capital Wealth Advisors boasts a team of more than 50 professionals. With approximately $2.17 billion* in assets under management, the firm empowers its clients with wealth advisory, risk management, and estate planning services tailored to their unique needs.
For additional information about Capital Wealth Advisors and the comprehensive range of financial services the firm offers, contact Samantha Nalbach, director of marketing for Capital Wealth Advisors, at (239)434-7434 or email@example.com.