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Kevin Simpson

Founder, Chief Executive Officer and Chief Investment Officer

Capital Wealth Planning LLC

United States, Florida, Naples

About Me

Kevin Simpson is the Founder and CEO of Capital Wealth Planning (CWP), which he established in 2005. Under his leadership, the firm has grown to manage over $12 billion in assets. Originally from Philadelphia, Kevin developed a passion for investing early in his career at W.H. Newbold’s Son & Company, focusing on high-quality, blue-chip stocks. A recognized voice in the financial industry, Kevin is a frequent contributor on CNBC and hosts the CoveredCall podcast, where he interviews leading investment professionals to provide expert insights and market analysis. He earned his finance degree from George Washington University. Kevin lives in Naples, Florida, with his wife, JoAnna, their

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Profile Information

Founder, Chief Executive Officer and Chief Investment Officer

Capital Wealth Planning LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Naples

Florida

United States

Aug 28, 2025

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