Your Brentwood
Financial Advisor

Our customized strategies are crafted around your goals – whether it’s paying for college, planning for retirement, or anything in between. Let our expert advisors provide a clear map for your financial journey.

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Team Huddle: Brentwood Planning Franklin - CapWealth Financial Advisors in Franklin, TN

SEE WHY WE’RE AMONG THE BEST FINANCIAL ADVISORS IN FRANKLIN

Forbes: Best-In-State Wealth Advisors 2022 - CapWealth Advisors
Forbes: Top 250 Wealth Advisors 2021 - CapWealth Advisors
Barron's: Top 100 RIA Firms 2020 - CapWealth Advisors
Women in Leadership - CapWealth Advisors

Why Choose CapWealth as Your Brentwood Financial Advisor?

Holistic Financial Strategy: We develop tailored plans to fit your unique financial goals.

Empowered Decision-Making: Our knowledge and insights help you make informed choices about your wealth and its future

Risk Management: We can identify and address potential financial pitfalls, protecting your assets against unforeseen challenges.

A Partner in Growth: Together, we’ll explore the best investment opportunities and tax strategies to optimize your financial growth.

Demystifying Financial Complexity: Our expertise will help you navigate the intricacies of financial planning, up to and including retirement.

CONTACT US
Probability of Success - Financial Planning - CapWealth Advisors

Brentwood Financial Services

Tax Planning - CapWealth Financial Advisors in Franklin, TN
Estate Planning - CapWealth Financial Advisors in Franklin, TN
Retirement Planning - CapWealth Financial Advisors in Franklin, TN
Philanthropic
Education Planning - CapWealth Financial Advisors in Franklin, TN
Investment Planning
Budget - CapWealth Financial Advisors in Franklin, TN
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Meet Our Team

Get to know the professionals who will be guiding you on your financial journey.

Tim Pagliara - Founder, Chairman and Chief Investment Officer | CapWealth | Franklin Financial Advisor

TIM PAGLIARA

FOUNDER, CHAIRMAN AND CHIEF INVESTMENT OFFICER

Phoebe Venable, CFA® - President and Chief Executive Officer | CapWealth | Franklin Financial Advisor

PHOEBE VENABLE, CFA®

PRESIDENT AND CHIEF EXECUTIVE OFFICER

Caleb Alexander, CPA - Chief Financial Officer | CapWealth | Franklin Financial Advisor

CALEB ALEXANDER, CPA

CHIEF FINANCIAL OFFICER

Tim Pagliara - Founder, Chairman and Chief Investment Officer | CapWealth | Franklin Financial Advisor

TIM PAGLIARA

FOUNDER, CHAIRMAN AND CHIEF INVESTMENT OFFICER

Phoebe Venable, CFA® - President and Chief Executive Officer | CapWealth | Franklin Financial Advisor

PHOEBE VENABLE, CFA®

PRESIDENT AND CHIEF EXECUTIVE OFFICER

Jennifer Horton, CFP®, CTFA - Executive Vice President and Financial Advisor | CapWealth | Nashville Financial Advisor

JENNIFER HORTON, CFP®, CTFA

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Blake Harrison, CPA, PFS - Executive Vice President, Wealth Management | CapWealth | Franklin Financial Advisor

BLAKE E. HARRISON, CPA/PFS

EXECUTIVE VICE PRESIDENT, WEALTH MANAGEMENT

Hillary Stalker CFP® - Executive Vice President and Financial Advisor | CapWealth | Franklin Financial Advisor

HILLARY STALKER, CFP®

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Dean Shahan, CFP® - Executive Vice President and Financial Advisor | CapWealth

DEAN SHAHAN, CFP®

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Chris Stevens, CFP® - Executive Vice President and Financial Advisor | CapWealth

CHRIS STEVENS, CFP®

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Michael Vaught - Paraplanner | CapWealth | Franklin Financial Advisor

MICHAEL VAUGHT, CFP®

FINANCIAL ADVISOR

Traci A. Olive - Chief Operating Officer | CapWealth | Franklin Financial Advisor

TRACI A. OLIVE

CHIEF OPERATING OFFICER

Jason - VICE PRESIDENT AND ASSOCIATE CLIENT ADVISOR | CapWealth | Franklin Financial Advisor

JASON KRUEGER, CFP®

VICE PRESIDENT AND ASSOCIATE CLIENT ADVISOR

Stacey Yancy - Client Services Staff | CapWealth | Franklin Financial Advisor

STACEY YANCY

VICE PRESIDENT OF OPERATIONS

Susan Stotler - Vice President of Accounting/Finance | CapWealth | Franklin Financial Advisor

SUSAN STOTLER

VICE PRESIDENT OF ACCOUNTING/FINANCE

Danielle Britt - Executive Assistant | CapWealth | Franklin Financial Advisor

DANIELLE BRITT

EXECUTIVE ASSISTANT

Raechel Mabry - Client Services Staf | CapWealth | Franklin Financial Advisor

RAECHEL MABRY

CLIENT SERVICES STAFF

Anna Norris - Client Services Staff | CapWealth | Franklin Financial Advisor

ANNA NORRIS

CLIENT SERVICES STAFF

Tim Pagliara - Founder, Chairman and Chief Investment Officer | CapWealth | Franklin Financial Advisor

TIM PAGLIARA

FOUNDER, CHAIRMAN AND CHIEF INVESTMENT OFFICER

Phoebe Venable, CFA® - President and Chief Executive Officer | CapWealth | Franklin Financial Advisor

PHOEBE VENABLE, CFA®

PRESIDENT AND CHIEF EXECUTIVE OFFICER

Drew O'Connor, CFA®, CIPM - Director of Research | CapWealth | Franklin Financial Advisor

DREW O'CONNOR, CFA®, CFP®, CIPM

DIRECTOR OF RESEARCH

Ryan J. Hitt - Chief Compliance Officer | CapWealth | Franklin Financial Advisor

RYAN J. HITT

CHIEF COMPLIANCE AND INFORMATION SECURITY OFFICER

AJ Alcorn - Research Analyst | CapWealth | Franklin Financial Advisor

AJ ALCORN

RESEARCH ANALYST

News & Blogs

Tim Pagliara on BNN Bloomberg Market Outlook

Tim Pagliara | Market Outlook: Trump-Powell tensions put spotlight on rates, stocks and AI growth

January 15, 2026
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.
Tim Pagliara on Fox Business News

Tim Pagliara: This is the backbone of the AI revolution

October 28, 2025
CapWealth CIO Tim Pagliara discusses the impact of technology earnings on free cash flow in Big Tech on 'The Claman Countdown.'
Fox Business report: S&P 500 chart with hosts discussing stock market highlights.

CapWealth’s Tim Pagliara Highlights Market Opportunities Beyond the “Magnificent 7”

September 22, 2025
CapWealth's Tim Pagliara discusses why investors should look beyond the market’s biggest names, spotlighting a handful of undervalued opportunities.
Tim Pagliara joins Fox Business to talk about the AI sector, data centers, and long-term investments

Tim Pagliara Talks AI Sector, Data Centers & Long-Term Investment Ideas

July 21, 2025
Tim Pagliara of CapWealth outlines why AI-driven infrastructure and data connectivity offer one of today’s most overlooked investment opportunities.

FREQUENTLY ASKED QUESTIONS

  • Is it worth it to hire a financial advisor?

    Absolutely. Our advisors have the experience and knowledge to steer clear of obstacles that could undermine your financial future. They prioritize your financial well-being, crafting unique solutions with your goals firmly in mind.

  • What does a Brentwood financial advisor do?

    At Capwealth, we offer a range of services, from tax planning to retirement strategies, that are designed to protect, preserve, and grow our clients' wealth.

  • Who should work with a financial advisor?

    Everyone can benefit from working with a financial advisor. It's not just about your money but also about the financial future of your family and the generations to come.

  • When should I start working with a financial advisor?

    We recommend starting as soon as you turn 18. The earlier you start, the more time you have to make informed decisions and grow your savings, no matter your current income.

CapWealth

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