Jodi Phillips

Jodi Phillips currently serves as Vice President at CAPITAL WEALTH PLANNING, LLC, based in Naples, FL, with over 20 years of investment industry experience. As VP, she is responsible for client relationship management, portfolio construction, and delivering strategic wealth planning solutions tailored to high-net-worth individuals and families, focusing on optimizing both income and capital appreciation through tax-efficient investment strategies.

Her expertise is concentrated in covered call writing and equity income strategies, specifically targeting U.S. large-cap equities and dividend-paying stocks. She works closely with clients in sectors such as technology, financial services, consumer staples, and healthcare, leveraging her firm’s proprietary option overlay approach to enhance investment returns while managing risk profile.

Jodi’s career includes previous roles as a Registered Broker, and she is recognized for her deep understanding of investment advisory, compliance, and portfolio risk management. She holds relevant securities registrations and has been acknowledged for her contributions to innovative income solutions in asset management. Phillips actively participates in industry professional education and maintains a reputation for disciplined, client-focused portfolio design.