Advisor moves: Raymond James, CapWealth, AmeriFlex Group welcome new recruits
July 25, 2025
InvestmentNews, July 25, 2025
Steve Randall at InvestmentNews shares CapWealth’s hiring announcement of Dean Shahan as executive vice president and financial advisor.
Five key financial planning tips for your 20s, 30s, 40s, and beyond. Learn how to build and grow wealth, prepare for retirement, and protect your future.
CapWealth welcomes Dean Shahan as EVP and financial advisor, expanding expertise in planning, strategy, and client-focused wealth management.
Nashville Post highlights Blake Harrison joining CapWealth as EVP of Wealth Management in their “People on the Move” section.
CapWealth welcomes Dean Shahan as EVP and financial advisor, sharing a vision for client-focused, long-term, and thoughtful wealth management.
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.
