Deborah Lynn Minnick

Employer firm

Cwa Asset Management Group CRD 158940

$4.51B regulatory AUM 1,975 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 12/2017
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → 12/2017
  Suntrust Advisory Services
  Atlanta, GA
• 01/2018 → 03/2018
  N/A
  Naples, FL
• 03/2018 → Present
  Capital Wealth Advisors
  Naples, FL

Previous Registrations

• 2016-09-09 → 2017-12-31
  Truist Advisory Services, Inc.
  Sarasota, FL
  Naples, FL
  Naples, FL
  Sarasota, FL
• 2011-12-21 → 2016-12-31
  Truist Investment Services, Inc.
  Naples, FL
  Sarasota, FL
  Sarasota, FL
  Naples, FL
• 2009-01-16 → 2011-08-31
  Fifth Third Securities, Inc.
  Naples, FL
• 2003-04-11 → 2008-01-02
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Naples, FL
  Naples, FL
  Naples, FL

Exams

• S66 Uniform Combined State Law Examination
  2002-12-18

Designations

• Certified Financial Planner

Other Names

• Deborah Lynn Bridgers
• Debbie Bridgers
• Debbie Minnick
• Deborah L. Minnick