Senior Advisor, CapWealth Advisors
Jennifer Pagliara, Senior Advisor, has served on our client advisory team since 2014. She works closely with President and CEO Phoebe Venable and Senior Advisor Traci Olive to help ensure that our clients have the best experience with us as possible.
Jennifer also spearheads our efforts to reach the Millennial market and serves as personal advisor to our growing number of Millennial clients. A Millennial herself, Jennifer was recently named one of America’s Top Millennial Advisors by Forbes – joining a list of 500 of the nation’s top next-generation wealth advisors. She also writes a bi-weekly financial column for The Tennessean that speaks to her Millennial peers and anyone else who wants to get ahead financially. Her column is often picked up by USAToday.com. (You can follow her columns on our blog or at Twitter and LinkedIn.)
Jennifer first interned with the firm while pursuing her Bachelor of Science in Business Administration from Birmingham-Southern College. Upon graduating in 2010, she joined the firm full-time, working in both compliance and client services. In 2014, Jennifer completed her MBA at Belmont University with a concentration in Finance. While there, she was a member of Beta Gamma Sigma (the top 10% of her class).
Jennifer holds FINRA licenses including the Series 7, 63 and 65, and she has initiated the process of becoming a Certified Financial Planner®. In the spring of 2017, she was accepted into the Young Leaders Council/Davidson County Class, where she is currently serving an internship term with 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.
Jennifer grew up in Franklin, Tennessee, and today resides in Nashville. She loves animals, particularly her dog, Luna, and she reads about a novel a week on average. She also enjoys the area’s great hiking trails, and in 2016, she summitted Tanzania’s Mount Kilimanjaro, the highest peak in Africa.
You can reach Jennifer at firstname.lastname@example.org or by calling 615.778.0740.