Tim Pagliara, founder and chief investment officer of Franklin-based CapWealth, has been named one of America’s Top 250 Wealth Advisors by Forbes.
The Forbes ranking, developed by Shook Research, is based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management.
“It’s an honor to be named by Forbes as one of the country’s top wealth advisors,” Pagliara said. “I’m privileged to work alongside a talented team that is committed to providing our clients with the highest level of service and this award is proof of our continued hard work.”
Over 33,000 nominations were received, with only 250 advisors named to the list. Pagliara was the only advisor in Tennessee on this prestigious list. He has been recognized several times as a Forbes Best-In-State advisor as well as Barron’s magazine’s No. 1 Financial Advisor in Tennessee.
With assets under management of approximately $1.3 billion, CapWealth provides comprehensive financial planning and active portfolio management services to clients and is located at 4031 Aspen Grove Drive, Suite 600, in Franklin.
For information about the firm, visit www.capwealthgroup.com.