Jennifer Pagliara

About

I am an Executive Vice-President and Financial Adviser at CapWealth and have served on our client advisory team since 2014. I work closely with President and CEO, Phoebe Venable, and Chief Operations Officer, Traci Olive, to help ensure that our clients have the best experience with us as possible. I also spearhead our efforts to reach the Millennial market and serve as personal advisor to our growing number of Millennial clients. I was named one of America’s Top Millennial Advisors by Forbes in 2019 and 2017. I also write a regular financial column for The Tennessean that speaks to my Millennial peers and anyone else who wants to get ahead financially. I first interned with the firm while pursuing my Bachelor of Science in Business Administration from Birmingham-Southern College. Upon graduating in 2010, I joined the firm full-time, working in both compliance and client services. In 2014, I completed my MBA at Belmont University with a concentration in Finance. While there, I was a member of Beta Gamma Sigma (the top 10% of my class). I am a CERTIFIED FINANCIAL PLANNER and Certified Trust & Financial Advisor (CTFA). I also hold FINRA licenses including the Series 7, 63 and 65. I am board member of The Community Foundation of Middle Tennessee’s Women’s Fund. This fund exists to improve the lives of women and girls in need throughout Middle Tennessee. I am currently in Leadership Middle Tennessee Class of 2020.