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.


Shad White
Vice President, Private Wealth Management
Capital Wealth Advisors
United States, Florida, Naples
About Me
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
Lewis M Johnson
Chief Investment Officer & Managing Partner
William Beynon
President & CEO
RK
Richard Knepfler
CFO
PB
Philip Brody
Partner
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST