Stalker credits an uncle who ran his own financial services business with both recognizing his potential and mentoring him in his professional journey. She also thanks her parents, who she says were wonderful financial role models. She values the opportunity to use her experience to serve CapWealth clients and looks forward to making a significant impact.
“My favorite part of this industry is being able to take care of people on good days and bad, and walk with them in the celebratory as well as the heaviest times,” she explained. “I believe this industry needs a service heart. Being dynamic and skilled enough to plan for a client is one thing. But having the heart to take care of them is another.
A lifelong defender of women, she particularly appreciates those who work in the financial sector. As such, she looks forward to learning from CapWealth President and CEO, Phoebe Venable.
“As CapWealth continues to grow, we are delighted to welcome Hillary to our team and know that our clients will greatly benefit from her experience and expertise,” said Venable.
Based in Franklin, TN, CapWealth provides wealth management services including investment advice, personal financial planning and portfolio management to individuals, families, foundations and endowments. CapWealth specializes in preserving, growing and distributing assets throughout a client’s lifetime. With over $1.2 billion in assets under management, the firm is one of the nation’s leading independent wealth managers.