Philip Brody

Philip Brody is a Partner and President for the Carolinas at Capital Wealth Advisors, based in Charlotte, NC. In this role, he leads the wealth management division, providing strategic financial solutions designed for long-term client success and overseeing advisory operations tailored to high-net-worth individuals and families.

With a career spanning more than two decades, Mr. Brody has extensive expertise in private wealth management, fixed income strategies, and comprehensive financial planning. His background includes serving as a Financial Advisor at Byron Financial, and as a Fixed Income Trader at Wachovia Securities, giving him a deep understanding of fixed income markets as well as broader multi-asset class portfolio construction.

Mr. Brody holds a degree from the University of North Carolina at Chapel Hill. He is recognized for his commitment to personalized client service and for his leadership in expanding Capital Wealth Advisors' presence in the Carolinas, particularly focusing on wealth management strategies, fixed income investments, and multi-generational wealth planning.