FIRM RECOGNITION

FIRM RECOGNITION

CAPWEALTH HAS BEEN FEATURED IN AND RECEIVED RECOGNITION FROM A NUMBER OF PUBLICATIONS OVER THE YEARS.

In 2022, Tim Pagliara was named No. 1 in Forbes’ Best-In-State for the third year in a row. The Forbes Best-In-State recognition is one of the highest honors for an advisor. Over 34,000 people were nominated, with only a select few named. Pagliara received this award for the first time in 2018, along with being named No. 1 Financial Advisor in Tennessee by Barron’s magazine. This marked the first time a Tennessee financial advisor has been ranked No. 1 in the state by both publications simultaneously. He previously earned the top spot in Barron’s annual state-by-state ranking seven out of the previous 10 years.


CapWealth’s President and Chief Executive Officer, Phoebe Venable, CFA, was named one of Forbes’ Top Women Advisors for 2020, and she has previously been named to The Financial Times’ Top 100 Women Financial Advisors. The firm has also been recognized by The Financial Times as one of the Top 300 RIAs.


Jennifer Pagliara, CFP®, CTFA, has been named to Forbes’ Top Next-Gen Wealth Advisors list three times and writes for The Tennessean.


The firm and its advisors have also been featured in, interviewed for and submitted columns in many publications, including Barron’s, The Wall Street Journal, The Washington Post, The Hill, RIABiz Magazine, The Tennessean and Value Walk, just to name a few.


Tim Pagliara is also a contributor to Forbes.com.


Find a list of all recognition and feature articles below.

BARRON’S MAGAZINE

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award. 

CapWealth is not affiliated with Barron's. Ranking within the Top 1200 Advisors list is based on a specific methodology where certain data is collected. Barron's does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Details surrounding the methodology can be accessed by clicking on this link. 

FORBES MAGAZINE

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award. 

CapWealth is not affiliated with Forbes. Rankings within Forbes Best-In-State Wealth Advisors, Best in State Women Advisors and Top 250 Wealth Advisors lists are based on data and criteria gathered and developed by Shook Research, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. A more thorough disclosure of the criteria used in making these rankings is available by clicking on this link.

THE FINANCIAL TIMES

NASHVILLE POST

Other publications CapWealth has been featured in include Sports & Entertainment: Nashville, Reuters, Bloomberg, N’Focus Magazine, Williamson AM, VIP Magazine, CNBC, Registered Representative Magazine, On Wall Street Magazine, Her Magazine, Y()UR Magazine, Williamson Social and Nashville Post.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. No fee has been paid for consideration of any ranking or award. For disclosures surrounding rankings and recognition, please click here.

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