CWP is a fee-based, SEC Registered Investment Advisory firm, specializing in managing separate accounts through proprietary equity strategies. @coveredcalls.
Naples, FL
Joined April 2015
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Congrats to Dallen Atwood, Matt Tripp, Joe Andelin and our own Taylor Brown for coming out on top at the 2026 PGA Wannabees Golf Championship!
Thank you to Chris Ahearn at @WellsFargo for an amazing event!
Capital Wealth Planning retweeted
On @CNBCClosingBell with @TheJudgeCNBC, I discussed our recent market moves and Wednesday's market actions.
➡️Link: cnbc.com/video/2026/06/18/bo…
@cwp_advisor
We're excited to be attending the 9th Annual Steward Partners Symposium at the Diplomat Beach Resort! Stop by and visit our team in the Grand Ballroom Foyer.
Our CEO & Founder, Kevin Simpson, will be speaking during a breakout session on June 11 in Atlantic Ballroom 1.
Capital Wealth Planning retweeted
On @HalftimeReport with @TheJudgeCNBC, I discussed our latest purchase of more $HOOD.
➡️Link: cnbc.com/video/2026/05/01/tr…
@cwp_advisor
Capital Wealth Planning retweeted
On @HalftimeReport with @ScottWapnerCNBC, I discussed how $ORCL is affecting the AI market and our moves on it.
➡️Link: cnbc.com/video/2025/12/12/fr…
(12/12/2025)
@cwp_advisor
Kesia Sondrini and Yerania Carney are at the 2025 Raymond James Women's Symposium, in the Mediterranean ballroom. Come and visit them!
Kevin Simpson, our CEO/Founder, will be speaking at a breakout session today at 1:20 pm in the Mediterranean 3 room.
Capital Wealth Planning retweeted
With stocks at record highs, I joined the investment committee on @HalftimeReport with @ScottWapnerCNBC to debate our strategies.
➡️Link: cnbc.com/video/2025/10/24/us…
@cwp_advisor
#StockMarket #Inflation
Capital Wealth Planning retweeted
Latest portfolio moves were discussed on @HalftimeReport with @ScottWapnerCNBC and the investment committee. These included $VST, $WMT, $MLM, and $CAT.
➡️Link: cnbc.com/video/2025/10/24/tr…
@cwp_advisor
#portfoliomoves #walmart
Capital Wealth Planning retweeted
On October 24, I joined @HalftimeReport with @ScottWapnerCNBC to debate strategies going into Q4.
➡️Link: cnbc.com/video/2025/10/24/be…
@cwp_advisor
$MCD $PEP #investing
Capital Wealth Planning retweeted
Our Final Trade for the second half is $RKLB, as discussed on @HalftimeReport with @ScottWapnerCNBC and the Investment Committee.
➡️Link: cnbc.com/video/2025/10/10/fi…
@cwp_advisor
#StockWatch #RocketLab
Capital Wealth Planning retweeted
On October 10, I joined @HalftimeReport with @ScottWapnerCNBC and detailed our latest buy in $EME.
➡️Link: cnbc.com/video/2025/10/10/tr…
@cwp_advisor #Emcor
Capital Wealth Planning retweeted
On @HalftimeReport with @ScottWapnerCNBC, I discussed our $CPNG buy and $RBLX sell.
➡️Link: cnbc.com/video/2025/10/10/tr…
@cwp_advisor
#roblox #latesttrades
Last Friday, CEO and Founder @coveredcalls joined @ScottWapnerCNBC on @HalftimeReport and detailed our latest covered call trade on $MSFT.
➡️Link: cnbc.com/video/2025/08/08/tr…
#coveredcalls #microsoft
Yesterday, CEO & Founder @coveredcalls joined @FrankCNBC on @HalftimeReport and discussed our latest option moves on $NVDA.
➡️Link: cnbc.com/video/2025/07/18/tr…
#halftimereport #coveredcalls
Happy Fourth of July! 🇺🇸
Wishing you a peaceful and prosperous Independence Day, from us here at Capital Wealth Planning.
Come stop by our table at Kiosk 19 during #Synergy25! We will be here all week.
@TradePMR
CEO & Founder @coveredcalls with @terranovajoe at Steward Partners Symposium
Last Friday, Founder & CEO, @coveredcalls, joined @ScottWapnerCNBC on @HalftimeReport and discussed our position on $RBLX.
➡️Link: cnbc.com/video/2025/05/02/ca…
#coveredcalls #barclays
Capital Wealth Planning retweeted
Earlier today, I joined @HalftimeReport with @ScottWapnerCNBC and detailed our latest trade of $AEM.
➡️Link: cnbc.com/video/2025/04/16/tr…
@cwp_advisor
#coveredcalls #agnico
