Tracy Zullo, Managing Director

Tracy Zullo has been a Wealth Advisor since 1999, holding an undergraduate degree in Business / Finance and Economics from Shepherd University. In addition, he holds a Masters Degree in Business Management from Wilkes University. Managing over 200 million dollars for the past 10 years and a 10 times Chairman's Council member as a Top Advisor, he has also been acknowledged as a Top Advisor Under 40 on two separate occasions. He has advised clients across the United States with a focus on Estate, Wealth, Insurance Planning, as well as Wealth Transfer.

Tracy works with numerous non-profit organizations and has developed a long standing process of personal wealth management. Every client is delivered a Personal Financial Plan that is actually updated for their specific goals and exceptions on a regular basis.

Sandra Galdieri, Senior Vice President

Sandra Galdieri began her career in the financial industry in February 1987 with Butcher & Singer Inc. She started as a Sales Assistant to the Branch Manager and soon became the Operations Manager in 1990. Through the years the name changed many times and ultimately became Wells Fargo Advisors. Her positions also evolved including Administrative Manager and Senior Vice President, Wealth Management. Galdieri is well versed in all avenues of Investment Management as well as the compliance necessary to manage risk. Sandi has passed the series 7, 63, 65, 9 and 10 exams, as well as Life and Health Licenses.

Sandi attended the University of Scranton Dexter Hanley program. She lives in Moscow, PA with her son Anthony.

Our Story

Capital Wealth Investments is a full service Financial and Investment Company serving clients throughout the United States. We clear through Charles Schwab Investment Company, and have served the needs of people. We have combined experience of 50 years, and specialize in many areas. We will analyze your situation, and recommend the best solution for your needs. Give us a call today!

Juan Alvarez, Director of Sales

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