CapWealth founder, chairman and chief investment officer has been named No. 1 in Tennessee on Forbes’ Best-In-State Wealth Advisors list for 2020. This is the second time Tim Pagliara has been named No. 1 in Tennessee on Forbes’ Best-In-State Wealth Advisors list. The first time was in 2018, on the publication’s inaugural list, when Tim was also named No. 1 Financial Advisor in Tennessee by Barron’s at the same time.
The Best-In-State Wealth Advisors list spotlights more than 4,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states and markets.
Each advisor selected by SHOOK Research is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced, and assets under management.
Learn more about the Best-In-State Wealth Advisors for 2020 here.