Mike Estes

Partner

Mike is a founding partner of Capital Wealth Advisors. He has specialized in the areas of asset accumulation and wealth distribution strategies for families since 1985. Mike’s passion and simplicity create a strong rapport with his clients and their other advisors, forming the ultimate team approach. Along with his diverse background in family and corporate matters he has an excellent understanding of trust law and estate distributions techniques. He is an investment advisor representative with Cambridge Investment Research Advisors, Inc. and has earned the following FINRA licenses: Series 7 (General Securities Representative) and Series 63 (NASAA Uniform State Law Exam USASLE). Mike spends his spare time travelling and playing golf. For the past 21 years he has chaired the March of Dimes and Alzheimer’s Golf tournament raising over $2 million in the fight against birth defects and Alzheimer’s disease.

Mike graduated from Western Kentucky University in 1980 with a degree in economics and finance and a degree in political science in the pre-law program. He resides in Franklin, Tennessee with his wife, Adina, and sons Christopher and Cameron.

 

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