CapWealth Information
Contact top employees from
CapWealth
Summary
CapWealth has been in the industry for 26 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 20. To connect with CapWealth employee register on SignalHire.
Organization Website | capwealthgroup.com |
Phone Number | 615-778-0740 |
Industries | |
Headquarters Location | 4031 Aspen Grove Dr, Franklin, Tennessee, 37067 US |
Employees Size | 10-50 employees |
Specialties | Wealth and Investment Management Counsel, Portfolio Management, Retirement Planning, Estate Planning, Trust and Trustee Consultation, Wealth Education, Personal Financial Planning, Portfolio Construction |
Founded | 2000 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at CapWealth shows a diverse range of experience levels:
5% have been with the company for less than 1 year10% for 1–2 years10% for 3–4 years15% for 5–7 years15% for 8–10 years45% have over 11 years of service at CapWealthEx-employees positions
In Company
In New Company
Contact top employees from
CapWealth
Blake Harrison
Executive Vice President, Wealth Management
Stacey York Yancy
Vice President of Operations
Phoebe Venable
President & Chief Executive Officer
Jennifer Horton
Executive Vice President and Financial Advisor
Tim Pagliara
Founder, Chairman, CEO & Managing Director
Dean Shahan
Executive Vice President and Financial Advisor
Hillary Stalker
Executive Vice President and Financial Advisor
Christopher Stevens
Executive Vice President and Financial Advisor
Stacey York Yancy
Vice President of Operations
Jason Krueger
Vice President and Associate Client Advisor
Susan Stotler
Vice President of Accounting/Finance
Caleb Alexander
Chief Financial Officer
Traci Olive
Chief Operating Officer
Sharon Limpus
Assistant Director, Client Services
Tim Murphy
CFP®, Managing Director
Danielle Britt
Executive Assistant to Chairman & Chief Investment Officer
Drew OConnor
Portfolio Manager
Michael Vaught
Paraplanner
James Kazmierowicz
Investment Research Intern
Yatish Jindal
Equity Research Analyst
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FAQ
CapWealth operates in the Finance industries. More details can be found on the official website: capwealthgroup.com.
The headquarters of CapWealth are located in Franklin, United States.
You can contact CapWealth by phone at 615-778-0740.
CapWealth currently employs 10-50 people.
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