Back to our team
Timothy Murphy
Managing Director of Wealth Management
John Lueken
Executive Vice President and Chief Investment Strategist
Traci Olive
Senior Vice President and Director of Client Services
Ryan J. Hitt
Senior Vice President and Chief Technology Officer
Jennifer Pagliara
Senior Vice President and Financial Advisor
Kerri Guyton
Director of Marketing and Communications
Michelle Jordan
Chief Financial Officer
Tim Pagliara
Founder, Chairman and Chief Executive Officer
Phoebe Venable, CFA®
President and Chief Operating Officer

Michelle Jordan, CPA, joined CapWealth Advisors in November 2017 as Chief Financial Officer, bringing with her 25 years of experience in the financial services industry.

Prior to joining us, Michelle served as a controller and chief financial officer for many organizations, most recently Relief, Inc. She began her career in public accounting and transitioned to private companies to focus her skills on financial management and operations. In her new role, Michelle oversees all financial reporting and human resources activities for the firm.

She received her Bachelor of Business Administration in Accounting from Lipscomb University. Michelle is a licensed Certified Public Accountant with membership in the American Institute of CPAs and the Tennessee Society of CPAs.

In her spare time, Michelle enjoys traveling and spending time with her husband and three daughters.

You can reach Michelle at mjordan@capwealthadvisors.com or by calling 615.778.0740.

Download Forms

CapWealth Advisors

Form to Download Form to Download Form to Download Form to Download

Sterne Agee

Form to Download Form to Download Form to Download Form to Download

American Funds

Form to Download Form to Download Form to Download Form to Download

C. Schwab

Form to Download Form to Download Form to Download Form to Download

×
Holiday Calendar

NYSE, NYSE MKT, NYSE Amex Options, NYSE Arca, NYSE Arca Options, and NYSE Bonds will observe U.S. holidays as listed below. Although NYSE Arca follows the same holiday schedule as the NYSE, on days when the NYSE closes early, NYSE Arca hours may vary due to its extended trading day.

×