Broker Check

Team

The Integrated WealthCare team is comprised of professionals directly involved in the firm, as well as outside specialists with whom we affiliate. Through our unique, collaborative model, we are able to design comprehensive financial solutions that coordinate all aspects of a physician’s financial life. Our professionals collaborate for your benefit, rather than compete for your interests.

 

Shayne is a longtime financial entrepreneur dedicated to serving the medical community. Shayne is the founder and Managing Director of Integrated WealthCare, Inc.

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Lee A. Duckworth, CFP®, AIF®

President and CEO- Capital Wealth Management, Inc.

866-694-6292

President and CEO - Capital Wealth Management, Inc. Lee has over 25 years of combined experience in the investment and estate planning industry. He handles many of the firm's comprehensive investment advisory and financial planning...

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Kelly Knight is the Director of Operations for Integrated WealthCare. She joined our team at the beginning of 2015. She has a strong background in banking and finance, as well as customer service.

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Lori G Alvarado

Director of Insurance Services

866-694-6292

Lori is the Director of Disability Operations for Integrated WealthCare. She is responsible for overseeing all aspects of this extremely busy division of the firm. Lori joined Integrated WealthCare in 2014 with almost fifteen years of...

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Lawrence F. Dooley, Jr., CFA

Chief Investment Officer- Capital Wealth Management, Inc

(401) 885-1060 x102

Larry brings 20 years of investment management experience to the firm, adding to the robust and diversified investment committee. Prior to his appointment as CIO at Capital Wealth Management, Larry served as Vice President and...

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Ginny Perez

Director of Financial Reporting- Capital Wealth Management, Inc.

With more than 30 years in the financial securities industry, Ginny oversees all financial reporting and auditing for Capital Wealth Management in conjunction with the firm's Chief Investment Officer and Director of Research. She...

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Brian A. Glatz, LIFA, AIF®

Director of Research & Senior Portfolio Manager- Capital Wealth Management, Inc.

866-694-6292

Brian is an experienced investment professional and educator. He began his career at Fidelity Investments where he assisted high net worth clients develop and implement investment strategies on an exclusive team responsible for $3...

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Rebecca Records, APR, AIF®

Director of Retirement Plan Services- Capital Wealth Management, Inc.

866-694-6292

Becky is the key person responsible for the firm's existing retirement plan clients and leads new business development support for the firm's Principals. Becky has worked in the financial industry for over ten years and offers vast...

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Karen Cancellieri

Client Service Specialist- Capital Wealth Management, Inc.

(401) 885-1060 x114

Karen is the internal customer support for all the firms Retirement Plan Clients and also specializes in estate, insurance and annuity service. Karen brings a proven attention to detail, standard of excellence, and collaborative...

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