Christian L Webb
Austin,TX
Summary
Innovative executive and marketing professional experienced in high-volume, multi-account, retail and business finances desires a professional corporate environment. Capital Wealth Management, a private independent financial planning firm located in Austin Texas, was created in November 1995. As founder, sole owner and President of this firm the number of families I worked with increased from zero to over a hundred and twenty five families each with multiple accounts. Capital Wealth Management manages over $100 million of investments from mostly high net worth individuals and businesses. Honesty and putting clients interest first, a fiduciary relationship, is the cornerstone of our success.
Overview
33
33
years of professional experience
Work History
President
Capital Wealth Management, LPL Financial Services
Austin , TX
1995.11 - 2016.12
Launched a new Financial Planning firm in Austin Texas as a Independent Financial Planner in 1995. I became one of the top 5% of advisors associated with LPL Financial, the largest independent broker / dealer in the country, in Austin Texas with in five years. Increased assets under management from $0 to $100 Million in less than eight years through consistent and profitable prospecting methods.
Financial Consultant
Merrill Lynch
Austin , TX
1983.08 - 1990.05
As a Financial Consultant I was responsible for finding prospective clients and converting them to new clients, bringing their assets under my personal investment management. I created new business and managed private portfolios of over $30 million over my career with the largest warehouse in the world.
Education
BBA - Finance
Columbus State University / University of Georgia
Columbus, GA05.1981
Skills
- Strong Communication Skills
- Strong Networking Skills
- Built book of over 125 Clients
- Managed $100 Million of Assets
- Sole proprietor for 22 years
- Computer skilled
Accomplishments
Created the Independent Financial Planning firm of Capital Wealth Management. Capital Wealth Management is a private practice that grew from zero clients and virtually no money to becoming one of the most profitable investment firms in Austin Texas.
- Produced over 100 publicity events for Clients and Prospects
- Directed $50 Million in a money management program with strategic planning, client communications, budgeting and management of 4 staff.
- Produced marketing for seminars for both clients and public.
- Consistently maintained high customer satisfaction ratings.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
President
Capital Wealth Management, LPL Financial Services
1995.11 - 2016.12
Financial Consultant
Merrill Lynch
1983.08 - 1990.05
BBA - Finance
Columbus State University / University of Georgia
Eagle Scout
- Achieved highest honor of the Boys Scouts of America, Eagle Scout
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