CoverProfile

Shad White

Vice President, Private Wealth Management

Capital Wealth Advisors

United States, Florida, Naples

About Me

Shad White is Vice President of Private Wealth Management in the Naples, Florida office. He works with high-net-worth clients in an effort to help them achieve their retirement and investment goals. He also is an advisor for corporate 401(k) plans. Shad began his career in banking and finance in 2004 and joined the team at Capital Wealth Advisors in 2016. Prior to CWA, Shad was a Financial Advisor with the Wells Fargo Advisors Private Client Group. Shad lives in Naples with his wife Valerie and two children, and enjoys golfing and coaching his kids’ sports teams.

Profile Information

Vice President, Private Wealth Management

Capital Wealth Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Naples

Florida

United States

Jul 3, 2025

More profiles to browse

RK
Richard Knepfler
CFO
Profile Photo
Lewis M Johnson
Chief Investment Officer & Managing Partner
Profile Photo
William Beynon
President & CEO
PB
Philip Brody
Partner

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation