Tony Youssefi joined Capital Wealth Advisors in 2016 and has worked in the financial services industry since 2009.
Tony works primarily with high-net-worth individuals, business owners, medical and legal professionals and specializes in helping families who have loved one with Special Needs plan for their future.
He helps his clients develop long-term financial strategies around investment management, risk management, wealth accumulation, retirement planning, estate planning, and business succession planning.
Tony understands that he is an important part of his clients’ lives. He wants to be there to celebrate milestones and support them through life’s challenges. Tony provides long-term financial strategies that are designed to improve his clients’ financial lives now and give them confidence for the future.
Tony earned a Bachelor of Finance degree from the University of Tennessee, Knoxville. He holds FINRA Series 6, 62, 63, 65, and 7 licenses and holds his ChSNC, Chartered Special Needs Consultant designation.
Tony and his wife, Elizabeth, have two boys, Brooks and Beckett. They added Max to their family in 2021. He is a Cavapoo and has been the best possible dog for their family! Outside of work, Tony enjoys traveling, great food and great wine, playing basketball, and helping with his boys’ sports teams.
Check the background of investment professionals on FINRA’s BrokerCheck.