Managing Member

Capital Wealth Management, LLC.

628 Hebron Ave, Building 2, Suite 304

Glastonbury, Connecticut 06033

Phone: 860-659-8200

Year firm started: 2001

Number of advisors in firm: 1

AUM: $120 million

Compensation method: Fee-based

Number of clients: around 260

Minimum account size: $1 million

Professional credentials: CFP, CFS

Education: B.S., business and finance; MBA, cum laude, University of Connecticut

Outside interests: karate, tennis, golf, skiing, family