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Capital Wealth Advisors Target Audience
User Segments
Age: 68
Gender: Female
Occupation: Retired Healthcare Executive
Education: Master's Degree, Public Health
Age: 72
Gender: Male
Occupation: Retired Financial Consultant
Education: Professional Degree, Business Administration
Age: 65
Gender: Female
Occupation: Retired Educator
Education: Doctorate Degree, Education
Eleanor Vance
Goals
- Ensuring her grandchildren's college education is fully funded without impacting her retirement lifestyle
- Maintaining a consistent stream of passive income to support her desired travel plans and hobbies
- Establishing a philanthropic legacy by contributing to medical research and community initiatives.
Pain Points
- Keeping up with the ever-changing tax laws and their implications on her investments and estate
- Finding trustworthy and unbiased information amidst overwhelming financial news and market volatility
- Managing multiple financial accounts and investments efficiently without feeling overwhelmed by administrative tasks.
Capital Wealth Advisors Geographic Distribution
Clients primarily in Florida and North Carolina, especially Naples and Charlotte, with minimal international reach.
Top Countries
United States
Canada
United Kingdom
Germany
Australia
Age Distribution
Key Insights
Primary age group concentration shows strong presence in:
31-35
Most active age range
Target Audience Socio-economic Profile
Primarily high-income households of 2-4 individuals, reflecting significant investable assets and family focus.
Employment Status
Income Distribution
Education Level
Capital Wealth Advisors Behavior Analysis
Behavior Profile
Device Breakdown
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