By working with a select group of clients, we are able to develop a depth of understanding about each client’s financial needs. This allows us to offer our clients an unparalleled level of customized advice and personalized service.
Mapping A Path Forward To Achieve Your Goals
By working with a select group of clients, we are able to develop a depth of understanding about each client’s financial needs. This allows us to offer our clients an unparalleled level of customized advice and personalized service.
Mapping A Path Forward To Achieve Your Goals
By working with a select group of clients, we are able to develop a depth of understanding about each client’s financial needs. This allows us to offer our clients an unparalleled level of customized advice and personalized service.
Pillars Of Capital Wealth Management Group
- Place a premium on the art of listening in an effort to understand you, and your goals and dreams, as well as your concerns. We believe this is the most critical step in determining the path to financial independence that’s right for you.
- Serve you in the capacity of your personal chief financial officer by using our vast resources to oversee and manage your portfolio. This provides you with confidence that your plan will be aligned with your unique needs.
Pillars Of Capital Wealth Management Group
- Place a premium on the art of listening in an effort to understand you, and your goals and dreams, as well as your concerns. We believe this is the most critical step in determining the path to financial independence that’s right for you.
- Serve you in the capacity of your personal chief financial officer by using our vast resources to oversee and manage your portfolio. This provides you with confidence that your plan will be aligned with your unique needs.
Our Advisory Team
Our team of advisors offers thoughtful, experienced counsel and develops wealth management strategies tailored to your specific needs and goals.
As managing partner of Capital Wealth Management Group, I have worked in the financial industry for over 25 years. Starting my career in the banking industry, I quickly realized the importance of balancing economy-driven forces with sound investment options. I continued to develop my skills working as an Auditor in the insurance arena as well as Relationship Management with some of the largest US and International Financial Institutions. I traveled across the United States working with my clients, developing, implementing and servicing programs and building relationships that continue even now. I also worked in the international arena helping financial institutions like the Royal Bank of Scotland and Allied Irish Bank convert from their national currency to the Euro.
My interest has always been in the investment planning process. This interest turned into a passion that led to a career in the financial services industry. I began working with clients and listening to their investment concerns.
My interest has always been in the investment planning process. This interest turned into a passion that led to a career in the financial services industry. I began working with clients and listening to their investment concerns.
Bryan Norris joined the Capital Wealth Management team in 2017. After earning his BBA from Georgia Southern University, and his MSHA from the University of Alabama at Birmingham, Bryan began his career in capital gift procurement with a healthcare foundation. In 2009, he began focusing on helping families, business owners, physicians, and the philanthropic community helping them work towards their financial goals. Bryan and his wife, Julie, live in Columbus with their two young children, Walker and Lily.
In August 2015, Cindy DeHaven joined the Capital Wealth Management team as an Executive Assistant. Along with working toward her BBA in Business Administration from Columbus State University, her experience includes Operations Support for AG Edwards & Sons / Wells Fargo. Cindy, and her husband Rickey live in Columbus, GA. Together they have one daughter, Lici, and three granddaughters Ali, Riley, and Harper.
Luke Davis joined Capital Wealth Management Group in 2019 as Client Services Associate. Luke is responsible for all marketing related activities and office support. He is a student at Columbus State University majoring in Finance. Luke’s plan is to become a Financial Planner upon graduation.
Business Support
As an Investment Adviser Representative (IAR), Capital Wealth Management Group receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors, LLC.
Will Brand, CRCP®
Chief Compliance Officer
Ryan Geschke
Director of Investments
Erin Corbett
Director of Finance & Human Capital
Jenny Kurz
Marketing Coordinator
Lauren Lehman, CFA®, CFP®
Head of Portfolio Management
Arianna Rodriguez, CIMA®
Senior Portfolio Manager
Our Advisory Team
Our team of advisors offers thoughtful, experienced counsel and develops wealth management strategies tailored to your specific needs and goals.
As managing partner of Capital Wealth Management Group, I have worked in the financial industry for over 25 years. Starting my career in the banking industry, I quickly realized the importance of balancing economy-driven forces with sound investment options. I continued to develop my skills working as an Auditor in the insurance arena as well as Relationship Management with some of the largest US and International Financial Institutions. I traveled across the United States working with my clients, developing, implementing and servicing programs and building relationships that continue even now. I also worked in the international arena helping financial institutions like the Royal Bank of Scotland and Allied Irish Bank convert from their national currency to the Euro.
My interest has always been in the investment planning process. This interest turned into a passion that led to a career in the financial services industry. I began working with clients and listening to their investment concerns.
My interest has always been in the investment planning process. This interest turned into a passion that led to a career in the financial services industry. I began working with clients and listening to their investment concerns.
Bryan Norris joined the Capital Wealth Management team in 2017. After earning his BBA from Georgia Southern University, and his MSHA from the University of Alabama at Birmingham, Bryan began his career in capital gift procurement with a healthcare foundation. In 2009, he began focusing on helping families, business owners, physicians, and the philanthropic community helping them work towards their financial goals. Bryan and his wife, Julie, live in Columbus with their two young children, Walker and Lily.
In August 2015, Cindy DeHaven joined the Capital Wealth Management team as an Executive Assistant. Along with working toward her BBA in Business Administration from Columbus State University, her experience includes Operations Support for AG Edwards & Sons / Wells Fargo. Cindy, and her husband Rickey live in Columbus, GA. Together they have one daughter, Lici, and three granddaughters Ali, Riley, and Harper.
Luke Davis joined Capital Wealth Management Group in 2019 as Client Services Associate. Luke is responsible for all marketing related activities and office support. He is a student at Columbus State University majoring in Finance. Luke’s plan is to become a Financial Planner upon graduation.
Lauren Lehman, CFA®, CFP®
Head of Portfolio Management
Arianna Rodriguez, CIMA®
Senior Portfolio Manager
Business Support
As an Investment Adviser Representative (IAR), Capital Wealth Management Group receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors, LLC.
Will Brand, CRCP®
Chief Compliance Officer
Ryan Geschke
Director of Investments
Erin Corbett
Director of Finance & Human Capital
Jenny Kurz
Marketing Coordinator
A Leading Team In Financial Advice
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.
A Leading Team In Financial Advice
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.
A Leading Team In Financial Advice
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.
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Our team knows that today’s investing must be adaptable to change and must balance current needs and risks with the client’s future needs. Any investment made today must be adaptable to the changing world in which we live. While the future may bring uncertainty, your investment plan should not.
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Our team knows that today’s investing must be adaptable to change and must balance current needs and risks with the client’s future needs. Any investment made today must be adaptable to the changing world in which we live. While the future may bring uncertainty, your investment plan should not.
Interested In Getting More Information Or Discussing Further?
Visit
1200 Brookstone Centre
Parkway, Suite 101
Columbus, GA 31904
Call
Office: 706.596.8699
Fax: 706.596.8678
Interested In Getting More Information Or Discussing Further?
Visit
1200 Brookstone Centre
Parkway, Suite 101
Columbus, GA 31904
Call
Office: 706.596.8699
Fax: 706.596.8678
