Responsible for the total relationship with the firm’s clients, Traci Olive serves as the main point of contact with clients over the course of our long partnerships with them. She provides them with a comprehensive understanding of our suggestions and strategies, ensuring they have the highest level of insight, guidance and assistance.
Traci began her career in the financial services industry in 1990 at Hilliard Lyons and joined founder, chairman and CEO Tim Pagliara when he created CapWealth. She is currently enrolled in the Chartered Retirement Plans Specialist education program that leads to the CRPS® designation. Traci holds a Tennessee LA&H insurance license and a B.S. in Business from Western University.
“My goal is to ensure clients have a superior experience with CapWealth,” says Traci. “We do a lot of listening and unite all of our capabilities to help clients realize their financial goals and objectives. It’s quite satisfying when we exceed their expectations.”
A Williamson County native, Traci enjoys spending her time outside of work with her family, grandsons and friends on her family’s farm. Traci’s hobbies include antiquing, working out and reading. She remains active in her community of Spring Hill through volunteer work and service on the boards of charitable organizations.
You can reach Traci at email@example.com or by calling her directly at 615.778.0740.