Archive: News

news

“Gray Divorce” on the rise

This post was originally published on Charles Schwab’s Advisor Services website and can...
news

CapWealth Hosts Tech-Talk Luncheon with FirstBank and Belmont University

On May 15, CapWealth partnered with FirstBank and Belmont University to host a...
news

Ranked #1 in more ways than one.

In 2018, CapWealth founder Tim Pagliara was named No. 1 Financial Advisor in...
news

Phoebe Venable Provides Insight on Millennial Investors in Financial Advisor IQ

CapWealth President and COO Phoebe Venable recently contributed her insights on millennial investors...
news

Jennifer Pagliara Makes Another List of “Best Millennial Financial Advisors”

CapWealth Senior Vice President and Financial Advisor Jennifer Pagliara recently made the list...
news

CapWealth Founder Named No. 1 Financial Advisor in Tennessee by Forbes, Barron’s 

Tim Pagliara is the first and only financial advisor in Tennessee to simultaneously...
news

CapWealth’s John Lueken in Barron’s Magazine

CapWealth Executive Vice President and Chief Investment Strategist John Lueken was quoted in an...
news

CapWealth’ Chris Burger Accepted into 2017 Young Leaders Council/Williamson County Class

CapWealth Financial Advisor Chris Burger has been accepted by the Young Leaders Council...
news

Jennifer Pagliara Ranked in Forbes’ “America’s Top Millennial Advisors”

Forbes recognized Jennifer Pagliara (Senior Advisor, CapWealth) as one of the nation’s top...
news

Phoebe Venable Featured in Financial Times’ Financial Advisor IQ

  Phoebe Venable, CapWealth’ President and COO, is featured in Financial Times’ Financial...
news

Tim Pagliara Recognized as Power Leader in Financial Planning

Tim Pagliara is recognized as a Power Leader in Financial Planning by the...
news

Hey Millennials, for the Best of Life’s Experiences, Mix Strategy With Spontaneity

The following column from Jennifer Pagliara, CapWealth Senior Advisor, appeared in The Tennessean...
news

Americans Now Spend More at Restaurants Than Grocery Stores. Is It a Problem?

The following column from Phoebe Venable, CapWealth President & COO, appeared in The...
blog

CapWealth Welcomes Financial Advisor Chris Burger to the Firm

Independent registered investment advisory firm CapWealth, based south of Nashville in Franklin, TN,...
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