Capital Wealth Advisors names Botwinick as Advisor of Private Wealth Management

Capital Wealth Advisors (CWA), an independent financial advisory firm based in Naples, announced the appointment of Jason Botwinick as an Advisor of Private Wealth Management. In this role, Botwinick seeks to help clients manage, preserve and grow their wealth through tailored investment planning and holistic financial strategies.

Prior to joining CWA, Botwinick served as a Financial Advisor at Morgan Stanley in Tampa, where he guided clients through retirement and milestone planning. He also gained extensive experience in portfolio construction and management, as well as diversification and tax strategies for blue-chip stock plan clients. He began his career at Morgan Stanley as a Registered Client Service Associate.

Originally from Northern New Jersey, Botwinick received his Bachelor of Science degree in Finance from Florida State University in Tallahassee, Florida. He also currently holds his Series 66 license.

“We are pleased to welcome Jason to our growing team,” said William N. Beynon, President, Chief Executive Officer, and Managing Partner of Capital Wealth Advisors. “He currently works alongside the London Team to deliver customized financial strategies and personalized client service.”