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.
Life moves fast. A Financial Plan Review ensures your strategy evolves with major life changes like marriage, career shifts, or retirement prep.
Tim Pagliara joins BNN Bloomberg to discuss how recent political pressure on the Federal Reserve and other factors are impacting U.S. equities and economic growth.
CapWealth promotes Drew O’Connor to Director of Research, recognizing his leadership and role in advancing investment strategy and client outcomes.
Citywire reports Drew O’Connor’s promotion to Director of Research at CapWealth, recognizing his leadership and impact on the firm’s investment process.
Drew O’Connor is promoted to Director of Research at CapWealth, as reported by Cynthia Yeldell Anderson in the Nashville Post.
Reflecting on year-end means more than looking back. It’s about client reviews, strategy updates, and planning ahead for smarter financial outcomes.
CapWealth’s Blake Harrison shares advanced strategies to help high-net-worth investors minimize capital gains taxes in Forbes with William Baldwin.
Financial advisors are not psychotherapists as CapWealth’s Hillary Stalker shares insights on setting healthy client boundaries in Financial Advisor.
Review your financial year in review and take advantage of key changes for 2026 to boost savings, maximize tax benefits, and start the new year strong.
