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 spearheads our efforts to reach the Millennial market and serves as personal advisor to our growing number of Millennial clients. While pursuing her Bachelor of Science degree in Business Administration from Birmingham-Southern College, Jennifer interned with the firm in the summer. Upon graduating in 2010, Jennifer joined the firm full-time, working in both compliance and client services.
In 2014, Jennifer completed her MBA degree at Belmont University with a concentration in Finance. While there, she was a member of Beta Gamma Sigma (the top 10% of her class). In her program’s culminating course, each year students participate in a business-simulation competition. The same product is assigned to all teams, and each as a competing company must plan research and development, production, pricing, marketing, employee benefits—everything that real-world companies must wrestle with. Ultimately, after being pitted against three other student teams as well as three computer-model teams, Jennifer’s team won, scoring higher than any team in Belmont University history.
Jennifer holds FINRA licenses including the Series 7, 63 and 65, and is a member of the National Association of Professional Women, a national membership organization representing professional women of outstanding leadership and accomplishment.
She grew up in Franklin, Tennessee, and today resides in Nashville. She loves animals, particularly her dog Luna, she reads a about novel a week on average, and she enjoys yoga and the area’s great hiking trails. In 2016, she summitted Tanzania’s Mount Kilimanjaro, the highest peak in Africa.
A proud member of the Millennial Generation, Jennifer writes a bi-weekly financial column for The Tennessean that speaks to her peers and anyone else that 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.
You can reach Jennifer at email@example.com or by calling 615.778.0740.