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