CapWealth Appoints Dean Shahan as Executive Vice President and Financial Advisor

Strategic Insights -

Dean Shahan, a seasoned financial advisor with a strong background in advising high-net-worth and ultra-high-net-worth families, has been named Executive Vice President and Financial Advisor at CapWealth, a registered investment advisor based in Franklin, Tennessee. Shahan brings a detailed and analytical approach to complex financial situations, underscoring CapWealth's commitment to delivering a personalized wealth management experience for its high-net-worth clients. His extensive expertise in risk management, investment strategy, tax planning, retirement, estate, and education planning will significantly enhance CapWealth's ability to provide proactive, multi-dimensional planning tailored to each client's unique financial situation. Shahan's consultative style and deep passion for protecting families at every stage of life align closely with CapWealth's mission to provide clarity, continuity, and confidence to the families it serves.

Key Takeaways:

  • Dean Shahan, a CFP, has joined CapWealth as Executive Vice President and Financial Advisor, bringing a wealth of experience in advising high-net-worth and ultra-high-net-worth families.
  • Shahan's areas of expertise include risk management, investment strategy, tax planning, retirement, estate, and education planning, supporting CapWealth's comprehensive approach to wealth management.
  • CapWealth has USD 1.9 billion in assets under management, making it an established player in the registered investment advisor market.
  • Shahan holds a BBA in finance from the University of Tennessee and is a native of Nashville, Tennessee.
  • His consultative style and passion for ensuring families are protected at every stage of life align closely with CapWealth's mission.
  • Shahan's addition to the CapWealth team enhances the firm's ability to deliver proactive, multi-dimensional planning tailored to each client's unique financial situation.
  • CapWealth provides personalized, fiduciary advice and portfolio management rooted in transparency, setting it apart from larger, more impersonal investment firms.

Statistics:

  • USD 1.9 billion in assets under management by CapWealth.
  • Dean Shahan brings extensive experience in advising high-net-worth and ultra-high-net-worth families.
  • Shahan's areas of expertise include risk management, investment strategy, tax planning, retirement, estate, and education planning.
  • CapWealth is an independent, SEC-registered investment advisor based in Franklin, Tennessee.

Sources:

  • "BANKING AND CREDIT NEWS-July 25, 2025-Shahan Named EVP and Financial Advisor at CapWealth (C)2025 M2 COMMUNICATIONS http://www.m2.co.uk"