Certified Financial Planner brings expertise in tax implications to Franklin-based firm
Franklin-based CapWealth announces the addition of Hunter Yarbrough as vice president and financial advisor.
Yarbrough was most recently an investment analyst and advisor at LBMC Investment Advisors, LLC.
A Certified Public Accountant (CPA) and Certified Financial Planner™, Yarbrough brings extensive industry experience to CapWealth. The Hendersonville, Tennessee, native also served as chief financial officer for his family’s privately-owned company.
“Hunter will co-chair the newly created CapWealth Planning Group with Jennifer Pagliara. His experience and knowledge of financial planning and investments is yet another benefit that CapWealth brings to its clients in the financial planning process,” said Tim Pagliara, CapWealth founder, chairman and chief executive officer.
Yarbrough is a graduate of Samford University where he was a charter member of the school’s Bulldog Investment Fund, a student-directed investment fund that ranks among the nation’s top three percent of student-managed funds.
He is a member of the Tennessee Society of CPAs, American Institute of CPAs, and the Financial Planners Association of Middle Tennessee.
CapWealth is an investment advisory firm based in Franklin that provides wealth management services, including investment advice, personal financial planning and portfolio management to individuals, families, foundations and endowments. Founded in June 2000, CapWealth specializes in preserving, growing and distributing assets over our clients’ lifetimes. With more than $1.1 billion in assets under management, CapWealth is one of the nation’s leading independent wealth managers. For more information, visit CapWealth.