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@capitalwealthplanning.com
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Kevin Simpson is listed as Founder and Chief Executive Officer at Capital Wealth Planning, LLC at Capital Wealth Planning, LLC, based in Naples, Florida, United States. AeroLeads shows a work email signal at capitalwealthplanning.com and a matched LinkedIn profile for Kevin Simpson.
Kevin Simpson previously worked as Founder at Capital Wealth Planning, Llc and Founder and Chief Investment Officer at Capital Wealth Planning, LLC at Capital Wealth Planning, Llc. Kevin Simpson holds Bachelor Of Science - Bs, Finance from The George Washington University.
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Kevin Simpson has been the Chief Executive Officer of Capital WealthPlanning, LLC since establishing the firm in 2005.Originally from Philadelphia, Pennsylvania, Kevin has been investing inoptions since he began his career at W.H. Newbold’s Son & Co. in 1992. Afterhis time at W.H. Newbold’s Son & Co, Kevin spent 7 years with Wheat FirstButcher Singer (Subsequently Wells Fargo) where he helped institutions andhigh-net worth individuals plan and achieve their financial goals throughoption centered strategies. Following his time at Wheat First Butcher Singer,Kevin spent several years at Sterling Financial before establishing CapitalWealth Planning.Over the years, Kevin has developed a strategy that aligns CWP as aninstitutional management firm offering separately managed ETF and Equityportfolios that are complemented with a yield enhancing covered callstrategy.
Listed skills include Alternative Investments, Business Management, Covered Calls, Communication, and 4 others.
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Naples, Florida, Us
*Founded Capital Wealth Planning, LLC.*Featured monthly on CNBC, Fox Business Network, Yahoo! Finance, and other major news networks as a financial markets expert.*Established the Enhanced Dividend Income separately managed account strategy.
Naples, Florida, Us
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Kevin Simpson works for Capital Wealth Planning, LLC.
Kevin Simpson is listed as Founder and Chief Executive Officer at Capital Wealth Planning, LLC at Capital Wealth Planning, LLC.
AeroLeads has found 1 work email signal at @capitalwealthplanning.com for Kevin Simpson at Capital Wealth Planning, LLC.
Kevin Simpson is based in Naples, Florida, United States while working with Capital Wealth Planning, LLC.
Kevin Simpson has worked for Capital Wealth Planning, Llc.
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Kevin Simpson holds Bachelor Of Science - Bs, Finance from The George Washington University.
Kevin Simpson is listed with skills including Alternative Investments, Business Management, Covered Calls, Communication, Public Speaking, Options Strategies, Financial Services, and Investment Management.
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