Capital Wealth Advisors welcomes Bollinger as Operations Associate
Capital Wealth Advisors (CWA), an independent financial advisory firm based in Naples, announced the appointment of Blake Bollinger as an Operations Associate. Working from Naples, Bollinger supports the Mid-Atlantic Team in delivering client service, managing account operations, and overseeing day-to-day business activities.
Bollinger joins CWA following an internship with the firm. Previously, he served as a Financial Representative Intern at Northwestern Mutual and a Finance Associate Intern at Four Seasons Wealth Management.
Bollinger earned his Bachelor of Science degree in Finance from Florida Gulf Coast University in Fort Myers, Florida. He also holds his Life, Health, and Variable Annuity License in Florida. Bollinger is currently active in the community as a volunteer with the non-profit organization Meals for Hope.
“We are pleased to welcome Blake to our growing team,” said William N. Beynon, President, Chief Executive Officer, and Managing Partner of Capital Wealth Advisors. “His role will support the Greater Mid-Atlantic Region in delivering customized financial strategies and personalized client service.”