Jeff Carney - Chief Compliance Officer/CPA

Jeff Carney, CPA

Chief Compliance Officer

Jeff is Chief Compliance Officer and is responsible for the oversight of our operations.  Jeff carries over 6 years of compliance experience in an SEC registered advisory setting. In addition, he has 12 years of portfolio management experience. Jeff holds a B.S. and M.S. in Taxation from Bryant University. Jeff is affiliated with the AICPA Tax Division, Florida Institute of CPA's, The National Association Compliance Professionals, as well as, Treasurer and Board Member of the Gulf Coast High School Shark Band.

Email: JCarney@CapitalWealthPlanning.com

Phone: 239-593-2100

Check out the background of this investment professional on FINRA's BrokerCheck