Jennifer Pagliara, Senior Vice President and Financial Advisor, has served on our client advisory team since 2014. She works closely with President and COO Phoebe Venable and Senior Vice President and Director of Client Services Traci Olive to help ensure that our clients have the best possible experience with us.
She also leads our efforts to reach the Millennial market and serves as personal advisor to our growing number of Millennial clients. A Millennial herself, Jennifer was recently named one of America’s Top Millennial Advisors by Forbes – joining a list of 500 of the nation’s top next-generation wealth advisors. She also writes a bi-weekly financial column for The Tennessean that speaks to her Millennial peers and anyone else who wants to get ahead financially. Her column is regularly picked up by USAToday.com. (You can follow her columns on our blog or on Twitter and LinkedIn.)
Jennifer first interned with the firm while pursuing her Bachelor of Science in Business Administration from Birmingham-Southern College. After graduating in 2010, she joined the firm full-time, working in both compliance and client services. In 2014, Jennifer completed her MBA at Belmont University with a concentration in Finance. While there, she was a member of Beta Gamma Sigma (the top 10% of her class).
She has initiated the process of becoming a Certified Financial Planner®. In the spring of 2017, she was accepted into the Young Leaders Council/Davidson County Class, where she served as an intern with The Community Foundation of Middle Tennessee’s Women’s Fund. This fund works to improve the lives of women and girls in need throughout Middle Tennessee. She was added to the Women’s Fund Board in 2018.
Jennifer grew up in Franklin, Tennessee, and now lives in Nashville. She loves animals, particularly her dog, Luna, and she usually reads a novel a week. She also enjoys the area’s great hiking trails. In 2016, she summited Tanzania’s Mount Kilimanjaro, the highest peak in Africa.
You can reach Jennifer at email@example.com or by calling 615.778.0740.