Tony Youssefi joined Capital Wealth Advisors in 2016 and has worked in the financial services industry since 2009.
Tony works primarily with business owners and young families. He specializes in helping families who have children or family members with special needs. Tony helps his clients develop long-term financial strategies around risk management, wealth accumulation, estate planning, and business succession planning. He realizes that all of these strategies have to fit into a budget and he guides his clients so they can work toward achieving their goals.
Tony strives to earn his clients’ trust and to build lasting relationships. He understands that he is a very important part of his clients’ financial lives and he wants to be there for the long haul. Tony feels that he brings good, solid, long-term financial strategies to his clients and that their financial lives will be better because of him.
Tony is married to his loving wife, Elizabeth. They have a son, Brooks, who keeps them on their toes 24/7. Outside of work, Tony enjoys travelling with his family, trying new food, and playing basketball and golf.
Bachelor of Finance degree, University of Tennessee, Knoxville
FINRA Series 6, 63, 65