Tim Murphy

Tim Murphy

Financial Advisor

Followers of Tim Murphy565 followers
location of Tim MurphyFranklin, Tennessee, United States

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  • Timeline

  • About me

    CFP®, Managing Director, CapWealth

  • Education

    • College for Financial Planning

      1991 - 1994
      CFP® Financial Planning
    • Watertown High School

      1973 - 1977
      Bachelor of Arts (BA) Business
    • Middle Tennessee State University (MTSU)

      1977 - 1981
      Bachelor of Science (BS) Mass Communications
  • Experience

    • Edward Jones

      Oct 1986 - Apr 1989
      Financial Advisor

      Opened Edward Jones branch in Dickson, TN.

    • Hilliard Lyons - A Baird Company

      Apr 1989 - Jun 2000
      Financial Advisor, First Vice President

      Responsible for helping clients manage money and meet their long term financial objectives.

    • CapWealth

      Jun 2000 - now
      CFP®, Managing Director

      Founded in June 2000, 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. Show less

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™ Professional

      Certified Financial Planning Board of Standards
    • General Securities Series 9/10 License

    • Investment Advisor Series 63 License

    • Investment Advisor Series 65 License