Archive: News

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Millennials are changing jobs more often

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CapWealth Advisors Hosts Tech-Talk Luncheon with FirstBank and Belmont University

On May 15, CapWealth Advisors partnered with FirstBank and Belmont University to host...
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Ranked #1 in more ways than one.

In 2018, CapWealth Advisors founder Tim Pagliara was named No. 1 Financial Advisor...
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CapWealth Advisors Founder Named No. 1 Financial Advisor in Tennessee by Forbes, Barron’s 

Tim Pagliara is the first and only financial advisor in Tennessee to simultaneously...
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Jennifer Pagliara Makes Another List of “Best Millennial Financial Advisors”

CapWealth Advisors Senior Vice President and Financial Advisor Jennifer Pagliara recently made the...
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CapWealth’s John Lueken in Barron’s Magazine

CapWealth Executive Vice President and Chief Investment Strategist John Lueken was quoted in an...
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Phoebe Venable Provides Insight on Millennial Investors in Financial Advisor IQ

CapWealth President and COO Phoebe Venable recently contributed her insights on millennial investors...
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CapWealth Advisors’ Chris Burger Accepted into 2017 Young Leaders Council/Williamson County Class

CapWealth Financial Advisor Chris Burger has been accepted by the Young Leaders Council...
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Jennifer Pagliara Ranked in Forbes’ “America’s Top Millennial Advisors”

Forbes recognized Jennifer Pagliara (Senior Advisor, CapWealth Advisors) as one of the nation’s...
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Phoebe Venable Featured in Financial Times’ Financial Advisor IQ

  Phoebe Venable, CapWealth Advisors’ President and COO, is featured in Financial Times’...
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Tim Pagliara Recognized as Power Leader in Financial Planning

Tim Pagliara is recognized as a Power Leader in Financial Planning by the...
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Hey Millennials, for the Best of Life’s Experiences, Mix Strategy With Spontaneity

The following column from Jennifer Pagliara, CapWealth Senior Advisor, appeared in The Tennessean...
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CapWealth Advisors Welcomes Financial Advisor Chris Burger to the Firm

Independent registered investment advisory firm CapWealth Advisors, based south of Nashville in Franklin,...
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Americans Now Spend More at Restaurants Than Grocery Stores. Is It a Problem?

The following column from Phoebe Venable, CapWealth Advisors President & COO, appeared in...
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