Tim Murphy
CFP®, Managing Director, CapWealth
- Role
- Cfp, Managing Director at Capwealth
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
About Tim Murphy
A CERTIFIED FINANCIAL PLANNER™ Professional with more than three decades of experience…
Experience
Cfp, Managing Director
Jun 2000 — Present · Franklin, TN
Founded in June CapWealth is an independent SEC-registered firm specializing in preserving and growing 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. 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 $1.2 billion in client assets under management, we are one of the nation\'s leading independent wealth managers. We\'ve been recognized as Tennessee\'s #1 Financial Advisor by Barron\'s (2012, 2013, 2015, 2016, 2018, 2019, 2020) and Forbes (2018, 2020, 2021). As a privately owned, independently managed firm, CapWealth\'s team has a personal stake in the success of our clients.
Education
Watertown High School
Bachelor of Arts (BA), Business
1973 — 1977
College for Financial Planning
CFP®, Financial Planning
1991 — 1994
Middle Tennessee State University (MTSU)
Bachelor of Science (BS), Mass Communications
1977 — 1981
Skills
- Cash Management
- Strategic Planning
- Financial Planning
- Investment Strategies
- Wealth
- Retirement Planning
- Retirement
- Treasury Management
- Portfolio Construction and Management
- Personal Financial Planning
- Asset Allocation
- Wealth Management
- Investment and Wealth Management Counsel
- Investment Advisory
- Wealth Management Services
- Portfolio Management
- Securities
- Iras
- Credit
- Etfs
- Investments
- Finance
- Estate Planning
- Investment Management
- Credit Analysis
- Strategic Financial Planning
- Team Building
- Financial Advisory
- Small Business
- Marketing
- Alternative Investments
- Public Speaking
- Financial Planners
- 401k
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