Wade McMinn is an owner and partner in Capital Wealth Advisors, LLC. Wade has over 25 years of experience designing and executing customized solutions for high net worth clients and organizations, advising on investment policy statements, asset allocation, manager selection and portfolio construction and re-balancing. He has his Series 7, 63, Life Health and Variable Life brokerage licenses.
One of Wades philosophies is Its not how much you make, its how much you get to keep. A believer (and sometimes preacher) in every client maintaining a current and balanced financial plan, Wade and team daily plan it, report it, analyze it and perfect it.
After serving in the armed forces as an armored cavalry officer, Wade began his career as a Financial Advisor with Merrill Lynch. Wade helped co-found Capital Financial Group (CFG) which is now the Mass Mutual Life Insurance general agency serving Nashville, Knoxville and Memphis. While managing his private practice, he was on the management team for CFG as Investment Specialist.
Wade helped lead the effort to plan and build the Sumner County YMCA, serving as Board Chair for many years. He has also served on the Green Hills YMCA Board and has been a past recipient of Volunteer of the Year from the Middle TN YMCA.
Wade earned a BA in History at the University of Tennessee. He and his wife, Mary, have three children, Trey, 23, Matthew, 6 and Macy, 3 and live in Nashville, TN.
Capital Wealth Advisors, LLC is a single-source financial services firm for affluent individuals, business owners, legal professionals, and medical professionals. We provide oversight and strategic management of every aspect of our client's financial lives through accumulation distribution and preservation of their wealth.
Michael Stanley
CFP
Michael Stanley is the Director of Planning with Capital
Wealth Advisors. Before joining capital Wealth Advisors he
began his career as a paraplanner in the fee based planning
department of the MassMutual Life Insurance agency in
Middle TN. While there he learned and fine tuned his skill
sets to create holistic financial plans for clients.
Michael is a graduate of the University of the South in
Sewanee, TN where he earned a Bachelors Degree in
Economics. While attending Sewanee he was a four year
varsity football letterman and was a founding member of a
local community service fraternity established on campus in
1999.
Michael, his wife and two children reside in Murfreesboro,
TN. He is a member of the Urban League Young Professionals
of Middle Tennessee and also volunteers with Junior
Achievement of Middle TN a national organization that
empowers youth around the country.
Michael is a Certified Financial Planner CFP® practitioner;
a designation awarded by the Certified Financial Planner
Board of Standards, Inc. He is a Registered Principal and
Investment Advisor Representative of Cambridge Investment
Research Advisors, Inc., a Registered Investment Advisor.
Michael holds his FINRA Series 7, 24, & 63 registrations
along with his life & health insurance license.
General Information |
Firm Start Year: | 1992 | |
No. of Employees: | 5-9 | |
Name of Broker/Dealer: | Cambridge Investment Research Inc. |
Name of Custodial Firm: | National Financial Services, LLC, Pershing, LLC, TD Ameritrade |
Number of Years with Current Firm: | 22 |
Firm Information |
Firm's Number of Clients: | 60 |
Firm's Number of Planning Clients: | 60 |
Firm's Number of Managed Clients: | 60 |
Assets Managed by Firm: | $175,000,000 |
Assets Managed by Advisor: | $175,000,000 |
Disclosures |
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. Securities offered through Cambridge Investment Research Inc., member FINRA, SIPC to residents of AL, CA, CO, FL, GA, IL, IN, KY, MD, NC, OH, SC, TN, VA. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Capital Wealth Advisors are not affiliated. |
Additional Detailed Disclosures |
Mon. | 8:30 AM - 5:00 PM |
Tue. | 8:30 AM - 5:00 PM |
Wed. | 8:30 AM - 5:00 PM |
Thu. | 8:30 AM - 5:00 PM |
Fri. | 8:30 AM - 4:00 PM |
Antioch | Arrington |
Ashland City | Chapel Hill |
College Grove | Eagleville |
Fairview | Franklin |
Goodlettsville | Hermitage |
Joelton | Kingston Springs |
La Vergne | Madison |
Mount Juliet | Murfreesboro |
Nashville | Nolensville |
Old Hickory | Pegram |
Rockvale | Smyrna |
Spring Hill | Thompsons Station |
White Bluff | Whites Creek |