William Beynon named as a 2025 Forbes Top Financial Security Professional

Capital Wealth Advisors, a Naples-based provider of personalized wealth management solutions that is celebrating its 20th anniversary this year, announced its President, Chief Executive Officer and Managing Partner William Beynon has recently been named as one of Forbes’ Top Financial Security Professionals of 2025 in America.

The fifth annual Top Financial Security Professionals Best-In-State list from Forbes and SHOOK Research features 1,623 experts nationwide. In its article, the magazine stated, “As wealth planning grows more complex, financial security professionals are taking on expanded roles in clients’ financial lives and are increasingly being called on to deliver far more than basic protection. In an era of sustained higher interest rates, market uncertainty and evolving tax policies, “financial security professionals” are playing a bigger part in helping affluent clients protect their wealth and plan for the future. Whether it’s through long-term care coverage, annuities, or estate and tax strategies, life insurance has increasingly become a foundational element of comprehensive wealth planning.”

Beynon has more than 25 years of experience, working with some of the nation’s wealthiest families. Originally from Pittsburgh, PA, he founded Capital Wealth Advisors in 2004. In his current role as President, Chief Executive Officer and Managing Partner, he leads a team of over 60 professionals focused on guiding families through asset management, risk management and estate planning.