Traci Olive
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Traci Olive Email & Phone Number

COO at CapWealth at CapWealth
Location: Franklin, Tennessee, United States 5 work roles 2 schools
2 work emails found @capwealthgroup.com 5 phones found area 615 and 931 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 5 phones

Work email t****@capwealthgroup.com
Direct phone (615) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CapWealth
Role
COO at CapWealth
Location
Franklin, Tennessee, United States
Company size
14 employees

Who is Traci Olive? Overview

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Quick answer

Traci Olive is listed as COO at CapWealth at CapWealth, a company with 14 employees, based in Franklin, Tennessee, United States. AeroLeads shows a work email signal at capwealthgroup.com, phone signal with area code 615, 931, and a matched LinkedIn profile for Traci Olive.

Traci Olive previously worked as Chief Operating Officer at Capwealth and Executive Vice President, Director of Client Operations at Capwealth. Traci Olive holds Master Of Arts - Ma, Organizational Leadership from Trevecca Nazarene University.

Company email context

Email format at CapWealth

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{first_initial}{last}@capwealthgroup.com
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AeroLeads found 2 current-domain work email signals for Traci Olive. Compare company email patterns before reaching out.

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Profile bio

About Traci Olive

I began my career in the financial services industry in 1990 at Hilliard Lyons, and I have served in various roles at CapWealth since 2000. In 2019, I was promoted to Executive Vice President and Director of Client Operations. I am involved in all aspects of CapWealth's business, from investment counseling to management of client services. As the main point of contact with the client for the firm’s client relation activities, I strive to provide an overall comprehensive view for the clients to help create the highest level of insight, guidance and assistance.I have completed the General Securities Representative Series 7 and the Uniform Investment Adviser Series 63 and 65. Received BS in Business from WesternUniversity and hold a TN LA&H Insurance license. Currently enrolled in the "Chartered Retirement Plans Specialist SM Professional Education Program that leads to the CRPS ® designation.

Listed skills include Investments, Retirement Planning, Financial Advisory, Risk Management, and 16 others.

Current workplace

Traci Olive's current company

Company context helps verify the profile and gives searchers a useful next step.

CapWealth
Capwealth
COO at CapWealth
franklin, tennessee, united states
Website
capwealthgroup.com
Employees
14
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Company profile
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5 roles

Traci Olive work experience

A career timeline built from the work history available for this profile.

Chief Operating Officer

Current
Capwealth

Franklin, Tennessee, United States

Mar 2023 - Present

Executive Vice President, Director Of Client Operations

Capwealth

Franklin, Tennessee

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.

Jan 2019 - Mar 2023

Senior Vice President And Director Of Client Services

Capwealth Advisors, Llc

Franklin, Tennessee

Nov 2017 - Dec 2018

Managing Director

Hilliard Lyons

Franklin, Tennessee

Feb 1990 - Jun 2000
Team & coworkers

Colleagues at CapWealth

Other employees you can reach at capwealthgroup.com. View company contacts for 14 employees →

TO Traci Olive Traci Olive Colleague at CapwealthSpring Hill, Tennessee, United States, United States View → TM Tim Murphy Tim Murphy Colleague at CapwealthFranklin, Tennessee, United States, United States View → SS Susan Stotler, Mba Susan Stotler, Mba Colleague at CapwealthMurfreesboro, Tennessee, United States, United States View → SY Stacey York Yancy Stacey York Yancy Colleague at CapwealthUnited States, United States View → TJ Timothy J Pagliara Timothy J Pagliara Colleague at CapwealthFranklin, Tennessee, United States, United States View → AA Aj Alcorn Aj Alcorn Colleague at CapwealthFranklin, Tennessee, United States, United States View → SY Stacey York Yancy Stacey York Yancy Colleague at CapwealthFranklin, Tennessee, United States, United States View → PV Phoebe Venable, Cfa Phoebe Venable, Cfa Colleague at CapwealthNashville Metropolitan Area, United States View → JH Jennifer Horton, Cfp®, Ctfa Jennifer Horton, Cfp®, Ctfa Colleague at CapwealthNashville Metropolitan Area, United States View → JK Jason Krueger Jason Krueger Colleague at CapwealthNashville, Tennessee, United States, United States View →
2 education records

Traci Olive education

FAQ

Frequently asked questions about Traci Olive

Quick answers generated from the profile data available on this page.

What company does Traci Olive work for?

Traci Olive works for CapWealth.

What is Traci Olive's role at CapWealth?

Traci Olive is listed as COO at CapWealth at CapWealth.

What is Traci Olive's email address?

AeroLeads has found 2 work email signals at @capwealthgroup.com for Traci Olive at CapWealth.

What is Traci Olive's phone number?

AeroLeads has found 5 phone signal(s) with area code 615, 931 for Traci Olive at CapWealth.

Where is Traci Olive based?

Traci Olive is based in Franklin, Tennessee, United States while working with CapWealth.

What companies has Traci Olive worked for?

Traci Olive has worked for Capwealth, Capwealth Advisors, Llc, and Hilliard Lyons.

Who are Traci Olive's colleagues at CapWealth?

Traci Olive's colleagues at CapWealth include Traci Olive, Tim Murphy, Susan Stotler, Mba, Stacey York Yancy, and Timothy J Pagliara.

How can I contact Traci Olive?

You can use AeroLeads to view verified contact signals for Traci Olive at CapWealth, including work email, phone, and LinkedIn data when available.

What schools did Traci Olive attend?

Traci Olive holds Master Of Arts - Ma, Organizational Leadership from Trevecca Nazarene University.

What skills is Traci Olive known for?

Traci Olive is listed with skills including Investments, Retirement Planning, Financial Advisory, Risk Management, Management, Series 7, Wealth Management, and Strategic Planning.

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