Back to our team
John L. Lueken
Executive Vice President and Chief Investment Strategist
Timothy R. Murphy, CFP®
Managing Director of Wealth Management
Traci A. Olive
Senior Vice President and Director of Client Services
Ryan J. Hitt
Senior Vice President and Chief Technology Officer
Jennifer Pagliara
Senior Vice President and Financial Advisor
Kerri Guyton
Director of Marketing and Communications
Michelle Jordan
Chief Financial Officer
Tim Pagliara
Founder, Chairman and Chief Executive Officer
Phoebe Venable, CFA®
President and Chief Operating Officer

Tim Pagliara

Founder, Chairman and Chief Executive Officer

  1. 615.778.0740
  2. tpagliara@capwealthgroup.com
  3. V-Card
  4. Connect on LinkedIn

As a long-time veteran of the securities industry, Timothy J. Pagliara pushes for federal financial responsibility. His thought leadership provides a foundation for strategic wealth achievement done with integrity, and his commitment to ethical principles underlies our firm’s culture.

In 2018, Barron’s magazine named Tim the No. 1 Financial Advisor in Tennessee at the same time Forbes named him No. 1 in their Best-In-State Wealth Advisors for 2018. This marks the first time a Tennessee financial advisor has ever been ranked No. 1 in the state by both publications at the same time. He previously earned the top spot in Barron’s annual state-by-state ranking five times (consecutively from 2012 to 2016) and No. 2 top advisor in the state in 2017. Thanks to this kind of success, Tiger 21, a high-net-worth investors network of the best minds and resources in the world, brought Tim on as featured speaker on more than one occasion.

“The process of building and maintaining wealth creates anxiety in people,” Tim says. “We build confidence, allow clients to relax and help them to truly understand what we do with their investments.”

Tim formed Capital Trust Wealth Management in Franklin, Tennessee, in early 2000 after nearly 20 years of experience in the financial industry. The firm now operates as CapWealth, where he remains involved in all aspects of investment counseling, GIPS compliant reporting and personal financial planning.

Through his 30-plus years of experience, Tim has grown increasingly passionate about promoting awareness of the national debt problem and advocating for a pro-growth U.S. economic agenda. Tim actively participates in Erskine Bowles’s and Sen. Alan Simpson’s Fix the Debt campaign, a non-partisan movement to put America on a better fiscal and economic path, since it was founded in 2012, serving as co-chairman of the Tennessee chapter beside former Governor Winfield Dunn. In 2014, Tim founded The Main Street Growth & Opportunity Coalition, a national alliance of businesses, local trade organizations and concerned citizens committed to a common sense, pro-growth agenda for America. That same year, he founded Investors Unite, an organization representing Fannie Mae and Freddie Mac shareholders that seek full restitution of dividends seized by the Treasury Department. National news outlets regularly ask Tim to speak on these issues.

Tim founded and serves as president of the St. Joseph’s Teachers College Foundation whose nonprofit mission supports the education and certification of teachers in science and math in Moshi, Tanzania. He serves as a member of the Chaminade College Preparatory School (St. Louis) Board of Trustees and has served in Nashville area leadership positions for the Heritage Foundation, Carnton Plantation, Battle Ground Academy, the Boy Scouts of America and Saint Thomas Hospital.

Tim earned his undergraduate degree at St. Louis University and a law degree from St. Louis University School of Law. He also graduated from the Wharton School Securities Industry Institute at the University of Pennsylvania and is a member of the Tennessee Bar Association.

An avid outdoorsman, skier and hiker, some of his achievements include hiking to the base camp of Mount Everest and climbing Africa’s Mount Kilimanjaro 10 times. He also spends time at sea level licensed as a United States Coast Guard 100-ton Master Captain. He has two children, Travis, a urologic surgeon in Minneapolis, and Jennifer, a Senior Vice President and Financial Advisor also with CapWealth.

You can reach Tim at tpagliara@capwealthgroup.com or by calling our office at 615.778.0740.

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