National Magazine Names Tim Pagliara, CapWealth Advisors, Top Wealth Advisor in Tennessee

Distinction comes as Pagliara makes Barron’s list of leading 1,200 advisors in America for sixth time in seven years

FRANKLIN, Tenn.--(BUSINESS WIRE)-- Middle Tennessee-based wealth manager Tim Pagliara, chairman/CEO, of registered independent advisory firm CapWealth Advisors, has been named the top financial advisor in the state of Tennessee by Barron’s magazine for the fourth consecutive year. He and his firm also made the magazine’s list of Top 1,200 Advisors for the sixth time in seven years.

Announced annually, the ranking is based on assets under management, revenue generated by the firm’s advisors and quality of practice, including regulatory history and community giving.

“Being named the top advisor in the state is an honor for my entire team,” Pagliara said. “It affirms our simple but powerful business model: complete client focus. The result is investment strategies that clients can understand, state-of-the-art technology and Provable Integrity™, the new industry standard for reporting clients’ performance results. We’re grateful to have an organization like Barron’s recognize us for our achievements.”

The Barron’s honor continues a string of recent honors for CapWealth Advisors. Three months ago, the firm’s President and COO Phoebe Venable was named one of the top 100 women financial advisors in the United States by The Financial Times newspaper. Last June, CapWealth Advisors was named by The Financial Times as one of the top 300 registered investment advisories in the United States.

This past year the firm has also been in a growth mode, hiring former Goldman Sachs Vice President John Lueken to be CapWealth’s chief investment strategist directing investment strategy and research and launching a sister company, CapWealth Insights, to simplify the investment data-gathering and reporting complexities for the ultra-wealthy, private trust companies, foundations and endowments. This new firm combines innovative data-aggregation software, expert analysis and rigorous reporting standards in order to consolidate information from all of a family’s or foundation’s diverse investment relationships for more accurate, complete pictures of their assets, resulting in better decision-making.

About CapWealth

CapWealth Advisors is a fee-based investment advisory firm that provides wealth management services, including investment advice, personal financial planning and portfolio management to high-net-worth individuals, families, foundations and endowments. CapWealth Insights simplifies the investment data-gathering and reporting complexities for ultra-wealthy families, private trust companies, foundations and endowments. For more information, visit www.CapWealthAdvisors.com and www.CapWealthInsights.com.

Limpus Communications
Frank Limpus, 615-668-9938
[email protected]

Source: CapWealth Advisors

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