Founder, Chairman and Chief Executive Officer, CapWealth Advisors
Timothy J. Pagliara is a long-time veteran of the securities industry and an advocate for federal financial responsibility. His thought leadership provides a foundation for strategic wealth achievement done with integrity, and his commitment to ethical principles underlies our firm’s culture. Barron’s magazine named Tim Tennessee’s top financial advisor in 2012, 2013, 2014, 2015 and 2016, the number-two top advisor in the state in 2017, and among the nation’s top 1,200 advisors in 2009, 2010, 2012, 2013, 2014, 2015, 2016 and 2017. Thanks to this kind of success, Tim has been a featured speaker for Tiger 21 on more than one occasion.
“The process of building and maintaining wealth creates anxiety in people,” Tim says. “We build confidence, allow clients to relax, and help them to truly understand what we do with their investments. ”
Tim formed Capital Trust Wealth Management in Franklin, Tennessee, in early 2000 after nearly 20 years of experience in the financial industry. The firm now operates as CapWealth Advisors and CapWealth Investment Services where he remains involved in all aspects of investment counseling, GIPS compliant portfolio management, and personal financial planning.
Tim’s newest business venture, CapWealth Insights was formed at the end of 2013. Insights hosts, monitors and interprets performance reporting for family, corporate, entertainment, and state offices that do not have access to reporting that measures with certainty to ensure transparency and compliance.
Through his 30 plus years of experience, Tim has grown increasingly passionate about promoting awareness of the national debt problem and advocating for a pro-growth U.S. economic agenda. Tim has been actively involved in Erskine Bowles’s and Sen. Alan Simpson’s Fix the Debt campaign, a non-partisan movement to put America on a better fiscal and economic path, since it was founded in 2012, serving as co-chairman of the Tennessee chapter beside former Governor Winfield Dunn. In 2014, Tim co-founded both The Main Street Growth & Opportunity Coalition, a national alliance of businesses, local trade organizations and concerned citizens committed to a common sense, pro-growth agenda for America, and Investors Unite, an organization representing Fannie Mae and Freddie Mac shareholders that seek full restitution of dividends seized by the Treasury Department. Tim is a frequent national speaker on these issues and is often approached by the media.
Tim is founder and president of the St. Joseph’s Teachers College Foundation whose non-profit mission is to support the education and certification of teachers in science and math in Moshi, Tanzania. He is a member of the Chaminade College Preparatory School (St. Louis) Board of Trustees and has served in Nashville area leadership positions for the Heritage Foundation, Carnton Plantation, Battle Ground Academy, the Boy Scouts of America, and Saint Thomas Hospital.
Tim earned his undergraduate degree at St. Louis University and a law degree from St. Louis University School of Law. He is a graduate of the Wharton School Securities Industry Institute at the University of Pennsylvania. He is also a member of the Tennessee Bar Association.
An avid outdoorsman, skier and hiker, some of his achievements include hiking to the base camp of Mount Everest and climbing Africa’s Mount Kilimanjaro eight times. He also spends time at sea level and is licensed as a United States Coast Guard 100-ton Master Captain. He has two children, Travis, who is completing a fellowship in genitourinary reconstructive urology in Dallas, and Jennifer, who is a Senior Advisor with CapWealth Advisors.
You can reach Tim at firstname.lastname@example.org or by calling our office at 615.778.0740.