Landing Page: Brentwood Planning Franklin

Your Brentwood
Financial Advisor

Our customized strategies are crafted around your goals – whether it’s paying for college, planning for retirement, or anything in between. Let our expert advisors provide a clear map for your financial journey.

Team Huddle: Brentwood Planning Franklin
- CapWealth Financial Advisors in Franklin, TN

SEE WHY WE’RE AMONG THE BEST FINANCIAL ADVISORS IN FRANKLIN

Forbes: Best-In-State Wealth Advisors 2022 - CapWealth Advisors

Forbes: Top 250 Wealth Advisors 2021 - CapWealth Advisors

Barron's: Top 100 RIA Firms 2020 - CapWealth Advisors

Women in Leadership - CapWealth Advisors

WHY CHOOSE CAPWEALTH AS YOUR BRENTWOOD FINANCIAL ADVISOR?

Holistic Financial Strategy: We develop tailored plans to fit your unique financial goals.

Empowered Decision-Making: Our knowledge and insights help you make informed choices about your wealth and its future

Risk Management: We can identify and address potential financial pitfalls, protecting your assets against unforeseen challenges.

A Partner in Growth: Together, we’ll explore the best investment opportunities and tax strategies to optimize your financial growth.

Demystifying Financial Complexity: Our expertise will help you navigate the intricacies of financial planning, up to and including retirement.

Probability of Success - Financial Planning - CapWealth Advisors

BRENTWOOD FINANCIAL SERVICES

Tax Planning - CapWealth Financial Advisors in Franklin, TN

Tax Planning

Estate Planning - CapWealth Financial Advisors in Franklin, TN

Estate Planning

Retirement Planning - CapWealth Financial Advisors in Franklin, TN

Retirement Planning

Philanthropic

Philanthropic Planning

Education Planning - CapWealth Financial Advisors in Franklin, TN

Education Planning

Investment Planning

Investment Planning

Budget - CapWealth Financial Advisors in Franklin, TN

Budgeting

MEET THE BRENTWOOD FINANCIAL ADVISING TEAM

EXECUTIVE
LEADERSHIP

Tim Pagliara - Founder, Chairman and Chief Investment Officer | CapWealth | Nashville Financial Advisor

TIM PAGLIARA

FOUNDER, CHAIRMAN AND CHIEF INVESTMENT OFFICER

Phoebe Venable, CFA® - President and Chief Executive Officer | CapWealth | Nashville Financial Advisor

PHOEBE VENABLE, CFA®

PRESIDENT AND CHIEF EXECUTIVE OFFICER

Caleb Alexander, CPA - Chief Financial Officer | CapWealth | Nashville Financial Advisor

CALEB ALEXANDER, CPA

CHIEF FINANCIAL OFFICER

CLIENT
CONSULTANTS

Timothy R. Murphy, CFP® - Managing Director of Wealth Management | CapWealth | Nashville Financial Advisor

TIMOTHY R. MURPHY, CFP®

MANAGING DIRECTOR OF WEALTH MANAGEMENT

Jennifer Pagliara, CFP®, CTFA - Executive Vice President and Financial Advisor | CapWealth | Nashville Financial Advisor

JENNIFER PAGLIARA, CFP®, CTFA

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Hillary Stalker - Executive Vice President and Financial Advisor | CapWealth | Nashville Financial Advisor

HILLARY STALKER

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

CLIENT
SERVICES

Traci A. Olive - Executive Vice President and Director of Client Operations | CapWealth | Nashville Financial Advisor

TRACI A. OLIVE

EXECUTIVE VICE PRESIDENT AND DIRECTOR OF CLIENT OPERATIONS

Stacey Yancy - Client Services Staff | CapWealth | Nashville Financial Advisor

STACEY YANCY

CLIENT SERVICES STAFF

Jason - Client Services Staff | CapWealth | Nashville Financial Advisor

JASON KRUEGER

CLIENT SERVICES STAFF

Raechel Mabry - Client Services Staff | CapWealth | Nashville Financial Advisor

RAECHEL MABRY

CLIENT SERVICES STAFF

Anna Norris - Client Services Staff | CapWealth | Nashville Financial Advisor

ANNA NORRIS

CLIENT SERVICES STAFF

Susan Stotler - Controller | CapWealth | Nashville Financial Advisor

SUSAN STOTLER

CONTROLLER

INVESTMENT
MANAGEMENT

Tim Pagliara - Founder, Chairman and Chief Investment Officer | CapWealth | Nashville Financial Advisor

TIM PAGLIARA

FOUNDER, CHAIRMAN AND CHIEF INVESTMENT OFFICER

Phoebe Venable, CFA® - President and Chief Executive Officer | CapWealth | Nashville Financial Advisor

PHOEBE VENABLE, CFA®

PRESIDENT AND CHIEF EXECUTIVE OFFICER

Grant Stark, CFA® - Director of Research | CapWealth | Nashville Financial Advisor

GRANT STARK, CFA®

DIRECTOR OF RESEARCH

Drew O'Connor, CFA®, CIPM - Portfolio Manager | CapWealth | Nashville Financial Advisor

DREW O'CONNOR, CFA®, CIPM

PORTFOLIO MANAGER

Ryan J. Hitt - Executive Vice President and Chief Compliance Officer | CapWealth | Nashville Financial Advisor

RYAN J. HITT

EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER

Michael Vaught - Research Analyst | CapWealth | Nashville Financial Advisor

MICHAEL VAUGHT

RESEARCH ANALYST

EXECUTIVE LEADERSHIP

Tim Pagliara - Founder, Chairman and Chief Investment Officer | CapWealth | Franklin Financial Advisor

TIM PAGLIARA

FOUNDER, CHAIRMAN AND CHIEF INVESTMENT OFFICER

Phoebe Venable, CFA® - President and Chief Executive Officer | CapWealth | Franklin Financial Advisor

PHOEBE VENABLE, CFA®

PRESIDENT AND CHIEF EXECUTIVE OFFICER

Caleb Alexander, CPA - Chief Financial Officer | CapWealth | Franklin Financial Advisor

CALEB ALEXANDER, CPA

CHIEF FINANCIAL OFFICER

CLIENT CONSULTANTS

Timothy R. Murphy, CFP® - Managing Director of Wealth Management | CapWealth | Franklin Financial Advisor

TIMOTHY R. MURPHY, CFP®

MANAGING DIRECTOR OF WEALTH MANAGEMENT

Jennifer Horton, CFP®, CTFA - Executive Vice President and Financial Advisor | CapWealth | Nashville Financial Advisor

JENNIFER HORTON, CFP®, CTFA

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Hillary Stalker CFP® - Executive Vice President and Financial Advisor | CapWealth | Franklin Financial Advisor

HILLARY STALKER, CFP®

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

CLIENT SERVICES

Traci A. Olive - Chief Operating Officer | CapWealth | Franklin Financial Advisor

TRACI A. OLIVE

CHIEF OPERATING OFFICER

Jason - VICE PRESIDENT AND ASSOCIATE CLIENT ADVISOR | CapWealth | Franklin Financial Advisor

JASON KRUEGER

VICE PRESIDENT AND ASSOCIATE CLIENT ADVISOR

Stacey Yancy - Client Services Staff | CapWealth | Franklin Financial Advisor

STACEY YANCY

VICE PRESIDENT OF OPERATIONS

Susan Stotler - Controller | CapWealth | Franklin Financial Advisor

SUSAN STOTLER

VICE PRESIDENT OF ACCOUNTING/FINANCE

Michael Vaught - Paraplanner | CapWealth | Franklin Financial Advisor

MICHAEL VAUGHT

PARAPLANNER

Raechel Mabry - Client Services Staf | CapWealth | Franklin Financial Advisor

RAECHEL MABRY

CLIENT SERVICES STAFF

Anna Norris - Client Services Staff | CapWealth | Franklin Financial Advisor

ANNA NORRIS

CLIENT SERVICES STAFF

INVESTMENT MANAGEMENT

Tim Pagliara - Founder, Chairman and Chief Investment Officer | CapWealth | Franklin Financial Advisor

TIM PAGLIARA

FOUNDER, CHAIRMAN AND CHIEF INVESTMENT OFFICER

Phoebe Venable, CFA® - President and Chief Executive Officer | CapWealth | Franklin Financial Advisor

PHOEBE VENABLE, CFA®

PRESIDENT AND CHIEF EXECUTIVE OFFICER

Grant Stark, CFA® - Director of Research | CapWealth | Franklin Financial Advisor

GRANT STARK, CFA®

DIRECTOR OF RESEARCH

Drew O'Connor, CFA®, CIPM - Portfolio Manager | CapWealth | Franklin Financial Advisor

DREW O'CONNOR, CFA®, CIPM

PORTFOLIO MANAGER

Ryan J. Hitt - Chief Compliance Officer | CapWealth | Franklin Financial Advisor

RYAN J. HITT

CHIEF COMPLIANCE AND INFORMATION SECURITY OFFICER

NEWS & BLOGS

Tim Pagliara on IPOs: 'Good news' for markets, 'bad news' longer term
- CapWealth Financial Advisors in Franklin, TN

Tim Pagliara on IPOs: 'Good news' for markets, 'bad news' longer term

September 14, 2023

Get Tim Pagliara's take on IPOs and understand why they may be good news for markets but potentially problematic long-term.

Tim Pagliara on Fox Business Mornings With Maria
- CapWealth Financial Advisors in Franklin, TN

Tim Pagliara on Fox Business Mornings With Maria

July 18, 2023

Watch Tim Pagliara’s interview on Fox Business to get expert analysis on current market conditions and future predictions.

Fox Business CapWealth’s Thoughts on Artificial Intelligence
- CapWealth Financial Advisors in Franklin, TN

Fox Business CapWealth’s Thoughts on Artificial Intelligence

May 26, 2023

Discover CapWealth's perspectives on artificial intelligence in finance as discussed on Fox Business. Learn how AI is revolutionizing investment strategies and financial management.

Tim Pagliara Appears on FBN’s ‘The Claman Countdown’ to Discuss the Stock Market
- CapWealth Financial Advisors in Franklin, TN

Tim Pagliara Appears on FBN’s ‘The Claman Countdown’ to Discuss the Stock Market

November 18, 2022

Catch Tim Pagliara's insights on The Claman Countdown discussing the stock market trends and investment strategies.

FREQUENTLY ASKED QUESTIONS

Is it worth it to hire a financial advisor?

Absolutely. Our advisors have the experience and knowledge to steer clear of obstacles that could undermine your financial future. They prioritize your financial well-being, crafting unique solutions with your goals firmly in mind.
What does a Brentwood financial advisor do?

At Capwealth, we offer a range of services, from tax planning to retirement strategies, that are designed to protect, preserve, and grow our clients' wealth.
Who should work with a financial advisor?

Everyone can benefit from working with a financial advisor. It's not just about your money but also about the financial future of your family and the generations to come.
When should I start working with a financial advisor?

We recommend starting as soon as you turn 18. The earlier you start, the more time you have to make informed decisions and grow your savings, no matter your current income.

All Content © CapWealth Advisors, LLC 2023

CapWealth LinkedIn

CapWealth Facebook

CapWealth Twitter

The information presented in any video or blog is the opinion of CapWealth Advisors, LLC and does not reflect the view of any other person or entity. The information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. This is for information purposes and should not be construed as an investment recommendation. Past performance is no guarantee of future performance. CapWealth Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.

The product, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consult the sales restrictions relating to the products or services in question for further information. For other CapWealth Advisors’ disclosures, click here.

Share by: