Accolades & Service

Tim Pagliara

• #1 Ranked Advisor in TN, Barron’s Magazine: 2012, 2013, 2014, 2015 and 2016
• One of the nation’s Top 1,200 Advisors, Barron’s Magazine: 2009, 2010, 2012, 2013, 2014, 2015 and 2016
• Top 300 Registered Investment Advisories, The Financial Times: 2014
• Best in Business Awards Finalist, Nashville Business Journal: 2016
• Power Leader in Finance, Nashville Business Journal: 2016
• Top Ranking Advisor, Registered Representative Magazine: 1997
• Top Ranking Advisor, On Wall Street: 1997
• Top 50 Most Successful Alumni, Chaminade College Preparatory School: 2011
• Speaks nationally to organizations like Barron’s, Tiger 21, Rotary clubs and institutions of higher learning
• Speaks on behalf of Fix the Debt and Enact the Plan
  
• Co-Founder of Investors Unite and The Main Street Growth & Opportunity Coalition
• Frequently approached and cited by media from across the country for commentary on the Fannie Mae-Freddie Mac/GSE reform debate as well as the issue of shareholder rights
• Founder and President, St. Joseph’s Teachers College Foundation (whose mission is to support the education of teachers in Moshi, Tanzania)

Phoebe Venable, CFA

• Top 100 Women Financial Advisors, The Financial Times: 2014
• Weekly columnist for The Tennessean: her financial column on women, families and wealth appears every Saturday
• Top 30 “Women of Influence” in Inspiration & Mentor Category, Nashville Business Journal: 2012
• “In Charge” List of Top Banking and Finance Professionals, The Nashville Post: 2013 and 2014
• Nashville Society of Financial Analysts, Board Member
• Top 5% Performing Private Client Advisor, SunTrust Bank: 2002-2005
• “Best of the Best” Award for Portfolio Management, SunTrust Bank: 1999-2001
• Listed in National Directory of Who’s Who Among Women Professionals
• CFA Institute “Certificate of Achievement” Award: 2005-2009
• Vanderbilt’s Youth About Business, Mergers & Acquisitions Instructor: 2010

Tim Murphy

• Franklin Tomorrow – President, Board of Directors Member and former Treasurer
• United Way of Williamson County – an Emeritus Board Member and Allocations Committee Member
• My Friend’s House Children and Family Services – Former Board Chair and Ongoing Supporter
• Franklin Lions Club – Member and Director
• Thompson Station Church – Finance Team Member