Paul Capodanno
Private Wealth Advisor Associate-Capitol Wealth Management Group
- Role
- Private Wealth Advisor Associate-capitol Wealth Management Group at Morgan Stanley
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Paul Capodanno
I have recently joined the Capitol Wealth Management Group at Morgan Stanley Private Wealth Management in Washington, DC. Our nineteen person group manages over 5 Billion Dollars in assets (as of June 2022) for families across the country. The team structure brings together world class investment professionals, each with their unique expertise, to provide our clients with solutions tailored to meet their individual goals. As our groups Insurance and Annuity expert I will focus on utilizing protection products to guarantee lifetime income while also focusing legacy and estate planning when appropriate. I have spent the first 25 years of my career on the Institutional side of our business working at three major financial service firms helping my financial advisors implement protection solutions in their client portfolios and hope to use that experience to help our clients craft the retirement they envision.
Experience
Private Wealth Advisor Associate-capitol Wealth Management Group
May 2022 — Present
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