Lisa Waite Email & Phone Number | Vice President Client Services at CAPITAL WEALTH ADVISORS

Lisa Waite

Vice President Client Services at CAPITAL WEALTH ADVISORS
Naples, Florida, United States

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Lisa Waite’s Email lisa@cwafgi.com

Lisa Waite’s Phone Numbers +1 239-434-****

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Lisa Waite’s Location Naples, Florida, United States

Lisa Waite’s Current Industry CAPITAL WEALTH ADVISORS

Lisa Waite’s Prior Industry Bank of America | Southport Athletic Club | Deutsche Bank | Creditanstalt Bankverein

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Work Experience

CAPITAL WEALTH ADVISORS

Vice President Client Services

2020-06-01 - Present

Bank of America

Relationship Banker

2014-09-01 - 2015-01-01

Southport Athletic Club

Marketing and Support Services Manager

2004-08-01 - 2014-07-01

Deutsche Bank

Vice President

1988-07-01 - 1993-11-01

Creditanstalt Bankverein

Assistant Treasurer

1986-08-01 - 1988-04-01

Skills

estate planning risk management wealth advisory family business consulting family office services family education financial advisor wealth management

Languages

FAQ About Lisa Waite

Lisa Waite is located at
Naples, Florida, United States

Lisa Waite is a Vice President Client Services at CAPITAL WEALTH ADVISORS

Lisa Waite currently works in the CAPITAL WEALTH ADVISORS |

Lisa Waite speaks the following languages: English

Lisa Waite has prior
experience in the following industries:
Bank of America | Southport Athletic Club | Deutsche Bank | Creditanstalt Bankverein

Lisa Waite has the following professional experience:
CAPITAL WEALTH ADVISORS | Bank of America | Southport Athletic Club | Deutsche Bank | Creditanstalt Bankverein