

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
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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