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

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

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.

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Probability of Success - Financial Planning - CapWealth Advisors

Nashville Financial Planning Services

Tax Planning - CapWealth Financial Advisors in Franklin, TN
Estate Planning
Retirement
Philanthropic Planning - CapWealth Financial Advisors in Franklin, TN
Educational Planning - CapWealth Financial Advisors in Franklin, TN
Investment Planning - CapWealth Financial Advisors in Franklin, TN
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Meet Our Team

Get to know the professionals who will be guiding you on your financial journey.

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

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

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

JENNIFER HORTON, CFP®, CTFA

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Blake Harrison, CPA, PFS - Executive Vice President, Wealth Management | CapWealth | Franklin Financial Advisor

BLAKE E. HARRISON, CPA/PFS

EXECUTIVE VICE PRESIDENT, WEALTH MANAGEMENT

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

HILLARY STALKER, CFP®

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Dean Shahan, CFP® - Executive Vice President and Financial Advisor | CapWealth

DEAN SHAHAN, CFP®

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Chris Stevens, CFP® - Executive Vice President and Financial Advisor | CapWealth

CHRIS STEVENS, CFP®

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Michael Vaught - Paraplanner | CapWealth | Franklin Financial Advisor

MICHAEL VAUGHT, CFP®

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, CFP®

VICE PRESIDENT AND ASSOCIATE CLIENT ADVISOR

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

STACEY YANCY

VICE PRESIDENT OF OPERATIONS

Susan Stotler - Vice President of Accounting/Finance | CapWealth | Franklin Financial Advisor

SUSAN STOTLER

VICE PRESIDENT OF ACCOUNTING/FINANCE

Danielle Britt - Executive Assistant | CapWealth | Franklin Financial Advisor

DANIELLE BRITT

EXECUTIVE ASSISTANT

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

Drew O'Connor, CFA®, CIPM - Director of Research | CapWealth | Franklin Financial Advisor

DREW O'CONNOR, CFA®, CFP®, CIPM

DIRECTOR OF RESEARCH

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

RYAN J. HITT

CHIEF COMPLIANCE AND INFORMATION SECURITY OFFICER

AJ Alcorn - Research Analyst | CapWealth | Franklin Financial Advisor

AJ ALCORN

RESEARCH ANALYST

News & Blogs

Tim Pagliara on BNN Bloomberg Market Outlook

Tim Pagliara | Market Outlook: Trump-Powell tensions put spotlight on rates, stocks and AI growth

January 15, 2026
Tim Pagliara joins BNN Bloomberg to discuss how recent political pressure on the Federal Reserve and other factors are impacting U.S. equities and economic growth.
Tim Pagliara on Fox Business News

Tim Pagliara: This is the backbone of the AI revolution

October 28, 2025
CapWealth CIO Tim Pagliara discusses the impact of technology earnings on free cash flow in Big Tech on 'The Claman Countdown.'
Fox Business report: S&P 500 chart with hosts discussing stock market highlights.

CapWealth’s Tim Pagliara Highlights Market Opportunities Beyond the “Magnificent 7”

September 22, 2025
CapWealth's Tim Pagliara discusses why investors should look beyond the market’s biggest names, spotlighting a handful of undervalued opportunities.
Tim Pagliara joins Fox Business to talk about the AI sector, data centers, and long-term investments

Tim Pagliara Talks AI Sector, Data Centers & Long-Term Investment Ideas

July 21, 2025
Tim Pagliara of CapWealth outlines why AI-driven infrastructure and data connectivity offer one of today’s most overlooked investment opportunities.

FAQS

  • Is it worth paying for a financial advisor?

    Investing in a financial advisor is beneficial for anyone looking to enhance financial security. Our advisors provide tailored strategies that drive value, focusing on your unique financial goals and needs. The guidance offered by a dedicated professional helps navigate complex financial landscapes, ensuring your investments are managed wisely and in compliance with all regulations.

  • What does a Franklin financial advisor do?

    A Franklin financial advisor at CapWealth offers a comprehensive approach to wealth management, from financial planning and investment strategies to retirement and tax planning. Our experts focus on creating personalized financial solutions that protect and grow your wealth, ensuring peace of mind for you and your family.

  • Who benefits from a financial advisor?

    Anyone looking to secure and optimize their financial future can benefit from a financial advisor. From young professionals just starting out to seasoned investors and retirees, our advisors provide crucial insights and strategies that help clients of all ages and financial stages meet and exceed their financial objectives.

  • At what age should I get a financial advisor?

    It's never too early or too late to consult a financial advisor. Whether you're planning for retirement, saving for a home, or building an education fund, starting at any age can help you establish a robust financial foundation and achieve your financial goals more efficiently.

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