Lisa Waite - Email & Phone Number

Vice President Client Services at Capital Wealth Advisors

Lisa Waite is based out of Naples, Florida, United States and works at Capital Wealth Advisors as Vice President Client Services.

Lisa Waite's Contact Information

Lisa Waite's Work email

l*****@capita***.com

Valid

Latest update

October 15, 2025

Location

Naples, Florida, United States

Lisa's current employer

Capital Wealth Advisors

Description

Independent financial advisory firm serving high net worth families and entrepreneurs through wealth advisory, estate planning & family o...

Website

capitalwealthadvisors.com

HQ Location

Naples, FL, United States

Number of employees

11-50

Industry

Financial Services

Latest update

April 30, 2024

Read about Capital Wealth Advisors

Frequent questions about Lisa Waite

What company is Lisa Waite working for?

Lisa Waite works for Capital Wealth Advisors.

What is Lisa Waite's function at Capital Wealth Advisors?

Lisa Waite is Vice President Client Services at Capital Wealth Advisors.

Where is Lisa Waite based?

Lisa Waite is based out of Naples, Florida, United States.

What is Lisa Waite's work email address?

Lisa Waite's professional email address is l*****@capita***.com

Who are Lisa Waite's co-workers?

Lisa Waite's colleagues are Bill Beynon, Blaine Ferguson, Joseph Tornincaso, Colleen Murphy, Mike Martin, James Beachum, Richard Knepfler, Lori Taylor, Alex Bouton, Roxane Galati, Daniel London, James Love, Karen Muchnik, Carla Lamantia, Jason Baum, Drew Isaacson, Shad White, Jeffrey Galati, John Walker, Samantha Nalbach, Jay Folz, Deb Minnick, Pattie Imperial, Daniel Howell, Devon Preece, Mikaela Latimer, Lewis Johnson, Kevin Erndl, Alex Starkey, Rachael Neff, Kimberly Key.

Lisa's co-workers

Bill Beynon

President & CEO | Wealth Management | Estate Planning | Life Insurance

Blaine Ferguson

Co-Founder/ COO ♦ Wealth Management ♦ Estate Planning ♦ Risk Management

Joseph Tornincaso

Senior Vice President / Private Wealth Management

Colleen Murphy

Vice President- Private Wealth Management

Mike Martin

Senior Vice President Private Wealth Management

James Beachum

Vice President | Private Wealth Management

Richard Knepfler

CFO

Lori Taylor

Senior Vice President | Wealth Management Advisor

Alex Bouton

Vice President | Investment Management

Roxane Galati

Senior Vice President - Private Wealth Management at CAPITAL WEALTH ADVISORS

Daniel London

Senior Vice President of Private Wealth Management

James Love

Executive Vice President | Private Wealth Management

Karen Muchnik

Vice President Private Wealth Management

Carla Lamantia

Vice President | Investment Management

Jason Baum

Senior Vice President, Private Wealth Management

Drew Isaacson

Vice President of Private Wealth Management

Shad White

Vice President, Private Wealth Management

Jeffrey Galati

Managing Director - Private Wealth Management

John Walker

Managing Director | Private Wealth Management

Samantha Nalbach

Director of Marketing

Jay Folz

Managing Director

Deb Minnick

Managing Director - National Advisory Services at CAPITAL WEALTH ADVISORS

Pattie Imperial

Strategic Talent Acquisition Manager

Daniel Howell

Associate Financial Advisor

Devon Preece

Senior Underwriter

Mikaela Latimer

Client Services Manager

Lewis Johnson

Chief Investment Officer & Partner

Chief Compliance Officer

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