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Provable Integrity™ isn’t just a way of doing business. It’s our philosophy.

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news

“Gray Divorce” on the rise

This post was originally published on Charles Schwab’s Advisor Services website and can...
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blog

Move over millennials; time to get to know Generation Z

The following column from Jennifer Pagliara, CapWealth Senior Vice President and Financial Advisor, was...
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Meet Your Advisors

We specialize in preserving, growing and distributing assets over our clients’ lifetimes.

John L. Lueken
Executive Vice President and Chief Investment Strategist
Timothy R. Murphy, CFP®
Managing Director of Wealth Management
Traci A. Olive
Senior Vice President and Director of Client Services
Ryan J. Hitt
Senior Vice President and Chief Technology Officer
Jennifer Pagliara
Senior Vice President and Financial Advisor
Kerri Guyton
Director of Marketing and Communications
Michelle Jordan
Chief Financial Officer
Tim Pagliara
Founder, Chairman and Chief Executive Officer
Phoebe Venable, CFA®
President and Chief Operating Officer
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Holiday Calendar

NYSE, NYSE MKT, NYSE Amex Options, NYSE Arca, NYSE Arca Options, and NYSE Bonds will observe U.S. holidays as listed below. Although NYSE Arca follows the same holiday schedule as the NYSE, on days when the NYSE closes early, NYSE Arca hours may vary due to its extended trading day.

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