Retirement Industry Deals and People Moves – 9/19/2025

Understanding RMDs can help retirees avoid penalties, manage taxes, and stay on track with their retirement goals. Learn what to know and when to act.

CapWealth's Tim Pagliara discusses why investors should look beyond the market’s biggest names, spotlighting a handful of undervalued opportunities.

Nashville Post, September 18, 2025 Cynthia Anderson at Nashville Post reports that Christopher Stevens has joined CapWealth as executive vice president and financial advisor. “What drew me to CapWealth is its thoughtful, relationship-driven approach to investing, where individual stock selection still plays a meaningful role in building portfolios. I’m excited to join a team that shares my passion for engaging with clients, discussing market trends in a practical way, and planning with a long-term perspective,” says Stevens

InvestmentNews highlights Christopher Stevens EVP at CapWealth, joining to serve high-net-worth families with trusted, long-term financial guidance.

Christopher Stevens joins CapWealth as EVP and advisor, as covered by Nashville Business Journal, expanding the firm’s leadership and client service.

CapWealth adds Christopher Stevens as EVP and advisor, bringing expertise in legacy trust accounts and investment strategy to support client needs.

CapWealth’s Jennifer Pagliara Horton outlines six key items to consider before retiring, including questions on health, longevity, and lifestyle planning.

Overlooking key details in your estate plan can create stress for loved ones. Avoid common estate plan misses and protect your family’s future.