Danielle Britt

Tennessee . Franklin - United States

Danielle Britt 的邮箱和电话

电子邮件 dbr***@***.com

Danielle Britt 当前工作场所

CapWealth

CapWealth is an independent Registered Investment Advisory firm that builds wealth management solutions to meet the challenges investors face in an uncertain world. Founded in June 2000, CapWealth specializes in preserving, growing and distributing assets over our clients'​ lifetimes. We rely on thought, not theory, in our investment strategies and are committed to accountability. We practice Sophisticated Simplicity®, the art of thoroughly understanding a complicated global market landscape and boiling it down to high-quality, straightforward investment ideas, and we believe in giving our clients the most accurate, transparent, honest and thorough financial information concerning their accounts through our data-driven Provable Integrity® tracking and reporting process. With over $1.4 billion in client assets under management, we are one of the nation's leading independent wealth managers, and as a privately owned, independently managed firm, CapWealth's team has a personal stake in the success of our clients. In 2018, CapWealth Chairman and Chief Investment Officer Tim Pagliara was named No. 1 Financial Advisor in Tennessee by Barron's at the same time as being named No. 1 Wealth Manager in Tennessee by Forbes. Tim had previously been named to the top spot by Barron's multiple times, but this was the first time any advisor has been named No. 1 by both publications at the same time. In 2014, the Financial Times named CapWealth one of the Top 300 Registered Investment Advisory Firms and President and Chief Executive Officer Phoebe Venable one of the Top 100 Women Financial Advisors in the country. We claim compliance with the Global Investment Performance Standards (GIPS), and our specialties include: Wealth and Investment Management Counsel, Portfolio Management, Retirement Planning, Estate Planning, Trust and Trustee Consultation, Wealth Education and Personal Financial Planning.

Danielle Britt 简介

公司 CapWealth
职位 Executive Assistant
地点 United States
LinkedIn http://www.linkedin.com/in/daniellebritt
部门 master_operations
头衔 Executive Assistant

Danielle Britt 的常见问题(FAQs)

Danielle Britt 在哪家公司工作?

Danielle Britt 在 CapWealth 担任 Executive Assistant

Danielle Britt 在 CapWealth 的职位是什么?

Danielle Britt 在 CapWealth 的职位是 Executive Assistant

Danielle Britt 的电子邮件地址是什么?

Danielle Britt 的电子邮件地址是 dbr***@***.com

Danielle Britt 的电话号码是什么?

Danielle Britt 的电话号码是 -

Danielle Britt 的工作电话号码是什么?

Danielle Britt 的公司电话号码是 +161****

Danielle Britt 从事哪个行业?

Danielle Britt 在 investment management 工作。

Danielle Britt 的同事是谁?

Danielle Britt 的一些同事包括Ronald Caputo、Danielle Britt、Marci Waters、Stacey YancyGrant Stark、。

我如何联系 Danielle Britt?

Danielle Britt联系方式: 电子邮件地址:dbr***@***.com 电话号码:-

Danielle Britt 的个人领英是多少

Danielle Britt 的个人领英是:http://www.linkedin.com/in/daniellebritt

Danielle Britt 的办公地点在哪里?

Danielle Britt 的办公地点:3000 Meridian Blvd Suite 250, Franklin, Tennessee, USA, 37067

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