Director Of Private Wealth
CurrentI partner with financial advisors to achieve greater success in building, preserving and distributing wealth with their clients.Capitas is the largest Independent Brokerage Model supporting financial advisors in the country. With offices and support located across the country and over $100 Billion of inforce coverage our team is ready to assist. With 2020 Insurance Premiums over $100 million and a policy count of over 500,000 we pride ourselves on servicing the advisor community.We are not owned by a Bank or Financial Institution, rather we understand the needs and challenges of private business owners.