Tim Pagliara named No. 1 in Tennessee by both Barron’s and Forbes
April 20, 2020
In 2018, CapWealth Chairman and Chief Investment Officer Tim Pagliara became the first advisor in Tennessee to be named No. 1 on both Barron’s Top 1,200 Financial Advisors and Forbes Best-In-State Wealth Advisors. And, it happened again in 2020. Click on the graphics below to learn more about each ranking.
Jennifer Pagliara Horton explains how the expanded 529 plans in the Tax Bill support homeschooling costs like books, online tools, and materials.
Tim Pagliara of CapWealth outlines why AI-driven infrastructure and data connectivity offer one of today’s most overlooked investment opportunities.
Worried about market volatility? Jennifer Horton shares insights on how to stay calm, stick to your plan, and avoid emotional investing during uncertain times.
Discover financial planning strategies to help secure the future of children with special needs. Learn about trusts, benefits, savings tools, and more.
CapWealth’s Hillary Stalker shares recession financial tips with MarketWatch, urging consumers to track spending and prepare for potential cutbacks.
Alex Ortolani reports on CapWealth hiring Blake Harrison as EVP of Wealth Management, enhancing the firm’s tax expertise and client relationships.
Citywire highlights Blake Harrison joining CapWealth as EVP of Wealth Management, bringing a client-focused approach and strategic solutions.
Blake Harrison joins CapWealth as EVP of Wealth Management, bringing tax strategy and estate planning expertise to the firm’s multifamily office team.
CapWealth welcomes Blake Harrison as EVP of Wealth Management, expanding services and evolving toward a fully integrated multifamily office.
