Cfp® Lee Duckworth Aif®

Lee Duckworth, CFP®, AIF®, has extensive experience in the financial services industry, currently serving as a Registered Representative at Triad Advisors since March 2012, where expertise includes 401(k) retirement plan consulting, fiduciary regulations, estate planning, and investment monitoring. Additionally, Lee has been the President & CEO of Capital Wealth Management, LLC since March 2011, overseeing client relationships within a boutique financial investment firm that combines over twenty-five years of investment and estate planning experience. Previous roles include Registered Representative at NFP Advisor Services from April 2003 to March 2013, advising on similar asset management areas, and Representative at Northwestern Mutual Life from September 1989 to March 2003, focusing on life insurance and financial planning. Education credentials include an Accredited Investment Fiduciary (AIF®) designation from Fi360 in 2014, a Certified Financial Planner (CFP®) designation from Metropolitan State College in 2005, and a B.S. in Business Administration from the University of Rhode Island.