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Financial Planner
in Nashville

Customized for your goals, whether it’s around retiring, paying for college, or anywhere in between. You’ll have a clear picture of your financial future.

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Financial Plan Meeting - CapWealth Financial Advisors in Franklin, TN

SEE WHY WE’RE AMONG THE BEST IN FRANKLIN

5 REASONS TO WORK WITH A FINANCIAL PLANNING IN NASHVILLE LIKE CAPWEALTH

Focus on retirement goals and how you will pay for them.

Address your concerns and expectations for retirement.

Identify things that could pose a threat to your retirement and manage them.

Feel more educated, confident and in control of your financial future.

Navigate and plan the complexity of financially moving into retirement.

CONTACT US
Probability of Success - Financial Planning - CapWealth Advisors

NASHVILLE FINANCIAL PLANNING SERVICES

LEARN MORE

MEET THE FINANCIAL PLANNING TEAM

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

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

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

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

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

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

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

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
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
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
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
November 18, 2022
Catch Tim Pagliara's insights on The Claman Countdown discussing the stock market trends and investment strategies.

FAQS

  • Is it worth paying for a financial advisor?

    Our financial advisors will aligns with your objectives, address your requirements, and consistently act in your best financial interests. We’ve proven to help, save, and guide our clients to financial freedom. 

  • What does a Franklin financial advisor do?

    Our financial advisors offer financial counseling or assistance to clients seeking to grow their wealth. We offer a wide array of services, including investment management, tax planning, and retirement planning.

  • Who benefits from a financial advisor?

    A financial advisor can exert a beneficial influence not only on your personal financial health but also on the well-being of your family, and future generations.

  • At what age should I get a financial advisor?

    We always advise as soon as they are 18. Reason being, is they can begin to make the right financial decisions and grow their wealth as fast as they can with the salary or hourly pay they have. 

CapWealth

All Content © CapWealth Advisors, LLC 2023

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