Team

Lee A. Duckworth, CFP®, AIF®

President & CEO

(401) 885-1060 x 104

lee@capitalwealthllc.com

Peter J. Alofsin, CFP®, AIF®

Partner

(401) 885-1060 x108

peter@capitalwealthllc.com

Curt A. Caserta, CLU®, RFC®, AIF®

Partner

(401) 885-1060 x111

curt@capitalwealthllc.com

Paul J. Long, CLU®, ChFC

Partner, Director of Estate Planning & Retirement Consultant

(401) 921-0500

paul@capitalwealthllc.com

James Boyd Speights

Partner

(401) 884-4600 x120

james@capitalwealthllc.com

Jameson Duckworth

Financial Advisor

401-885-1060 x140

401-885-9050

jameson@capitalwealthllc.com

Lawrence Dooley, Jr., CFA

Chief Investment Officer

(401) 885-1060 x102

larry@capitalwealthllc.com

Brian Glatz, LIFA, AIF®

Director of Research & Sr. Portfolio Manager

(401) 885-1060 x105

brian@capitalwealthllc.com

Rebecca Records, APR, AIF®

Director of Retirement Plan Services

(401) 885-1060 x106

becky@capitalwealthllc.com

Tyler Duckworth, CPFA

Retirement Plan Specialist

(401) 885-1060 x130

tyler@capitalwealthllc.com

Ginny Perez

Director of Financial Reporting

(401) 885-1060 x112

ginny@capitalwealthllc.com

Laura Raines

Executive Operations Partner

(401) 885-1060 x 104

laura@capitalwealthllc.com

Kevin Borges

Director of Investment Services

(401) 885-1060 x 110

kevin@capitalwealthllc.com

Jackie Romano

Investment Service Specialist

(401) 885-1060 x113

jackie@capitalwealthllc.com

Rochelle Rose

Investment Service Specialist

(401) 885-1060 x 114

rochelle@capitalwealthllc.com

Jen Lyons

Executive Assistant

(401) 885-1060 x 122

Jen@capitalwealthllc.com

Anessa Wilde

Investment Service Specialist

(401) 885-1060 x 115

anessa@capitalwealthllc.com