Capital Wealth Advisors names Tolin as senior vice president

Capital Wealth Advisors, an independent financial advisory firm, has announced the appointment of Brian J. Tolin, as Senior Vice President, Private Wealth Management. In this role, Baum will help his clients achieve their goals through comprehensive wealth management, including portfolio management, estate planning and risk management.

Tolin brings more than 13 years of wealth management and financial services experience to Capital Wealth Advisors. Prior to joining the firm, he served as a portfolio manager at Bray Capital Advisors in Naples. Previously, he was an investment trust officer and portfolio analyst at Raymond James Trust. Before that, he was financial representative for Fidelity Investments.

Tolin earned his bachelor of business administration degree from Stetson University in Deland. He is designated as a Chartered Financial Analyst  and holds his Series 65 license. Tolin is a member of the CFA Society of Naples and Roland George Investments Program Alumni.