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Kevin Simpson

Founder and Chief Executive Officer

Capital Wealth Planning LLC

United States, Florida, Naples

About Me

Kevin Simpson is Founder and Chief Executive Officer of Capital Wealth Planning (CWP). Based in Naples, Florida, CWP is an SEC-registered fee-only investment advisory firm. The company has approximately $9 billion of assets under management and has been building and managing high-quality, blue-chip stock portfolios utilizing options to generate additional cash flow since 2005. Originally from Philadelphia, Kevin has been investing in high quality, blue-chip stocks since beginning his career at W.H. Newbold’s Sons & Co. in 1992. After that, he worked for several years at Wheat First Butcher Singer (later Wells Fargo) where he helped institutions and high-net-worth individuals plan and achieve
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Profile Information

Founder and Chief Executive Officer

Capital Wealth Planning LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Naples

Florida

United States

May 28, 2024

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