Landing Page: Franklin Wealth Management

Wealth Management
in Franklin

Experience peace of mind and financial stability through our wealth management expertise, customized to guide you through life's every transition.

Client Handshake: Franklin Wealth Management
- 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 TRUST YOUR WEALTH MANAGEMENT IN FRANKLIN TO CAPWEALTH

Expert Transition Guidance: CapWealth's expertise assists you in navigating job changes, losses, and retirement planning with personalized strategies.

Family Milestone Support: From marriage to inheritance, we ensure your finances align with significant life milestones.

Confident Retirement Planning: Count on us for a secure retirement plan tailored to your goals.

Comprehensive Financial Solutions: We address your needs by providing comprehensive solutions for disability, health, estate, and college planning.

Long-Term Client Commitment: CapWealth's long-standing history of client satisfaction and dedication makes us your reliable partner for your financial journ

Probability of Success - Financial Planning - CapWealth Advisors

FRANKLIN WEALTH MANAGEMENT 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 Planning - CapWealth Financial Advisors in Franklin, TN

Philanthropic Planning

Education Planning - CapWealth Financial Advisors in Franklin, TN

Education Planning

Investment Planning - CapWealth Financial Advisors in Franklin, TN

Investment Planning

Budget - CapWealth Financial Advisors in Franklin, TN

Budgeting

MEET THE 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.

FAQS ABOUT FRANKLIN WEALTH MANAGEMENT

What is wealth management, and how does it differ from traditional financial planning?

Wealth management is a holistic approach to finance, going beyond basic planning by addressing your unique goals and needs. It encompasses investment management and more.
Is it worth paying for a wealth manager?

It's worth paying for a wealth manager when you have substantial assets, complex financial goals, or want to optimize your finances. They provide expertise for improved investments, tax optimization, and comprehensive planning.
What does a Franklin wealth manager do?

A Franklin wealth manager provides customized financial services, such as investment management, financial planning, and support for significant life events.
Who benefits from wealth management services?

Although wealth management is often linked to high-net-worth individuals, it's beneficial for anyone with substantial assets, complex goals, or a need for professional guidance. Whether you're planning retirement, handling an inheritance, facing significant life changes, or seeking financial peace, wealth management services can add value.

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: