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

Traci Olive

Senior Vice President and Director of Client Services

  1. 615.778.0740
  2. tolive@capwealthadvisors.com
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Responsible for the total relationship with the firm’s clients, Traci Olive serves as the main point of contact with clients over the course of our long partnerships with them. She provides them with a comprehensive understanding of our suggestions and strategies, ensuring they have the highest level of insight, guidance and assistance.

Traci began her career in the financial services industry in 1990 at Hilliard Lyons and joined founder, chairman and CEO Tim Pagliara when he created CapWealth Advisors. She is currently enrolled in the Chartered Retirement Plans Specialist education program that leads to the CRPS® designation. Traci holds a Tennessee LA&H insurance license and a B.S. in Business from Western University.

“My goal is to ensure clients have a superior experience with CapWealth,” says Traci. “We do a lot of listening and unite all of our capabilities to help clients realize their financial goals and objectives. It’s quite satisfying when we exceed their expectations.”

A Williamson County native, Traci enjoys spending her time outside of work with her family, grandsons and friends on her family’s farm. Traci’s hobbies include antiquing, working out and reading. She remains active in her community of Spring Hill through volunteer work and service on the boards of charitable organizations.

You can reach Traci at tolive@capwealthadvisors.com or by calling her directly at 615.778.0740.

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