Profil
Mr. Charles M.
Willoughby is a Managing Director of Wealth Management at CapWealth Advisors LLC since 2000.
Mr. Willoughby began his financial career in 1979 at the First Tennessee Bank.
Ten years later, he took a position at Third National Bank where he worked as Regional President for the Williamson County operation until 1992.
In 1993, he joined Hilliard Lyons as a wealth manager responsible for portfolio management, investment advisory and retirement planning.
Mr. Willoughby earned his BA in Government & International Studies degree from the University of South Carolina and graduated from Louisiana State University-Graduate School of Banking.
Anciens postes connus de Mark Willoughby
| Sociétés | Poste | Fin |
|---|---|---|
CapWealth Advisors LLC
 CapWealth Advisors LLC Investment ManagersFinance CapWealth Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Franklin, Tennessee. The firm was founded by Timothy J. Pagliara in 2000 and they are a subsidiary of CapWealth Group LLC. CapWealth Advisors provides investment advice to individuals, high net-worth individuals, trusts, estates and charitable organizations. | Gestionnaire de Portefeuille-Actions | 01/04/2015 |
J.J.B. Hilliard, W.L. Lyons LLC
 J.J.B. Hilliard, W.L. Lyons LLC Investment Banks/BrokersFinance J.J.B. Hilliard, W.L. Lyons LLC is a broker/dealer headquartered in Louisville, Kentucky. The firm is a subsidiary of HL Financial Services LLC. They provide a full array of investment services. J.J.B. Hilliard specializes in a variety of industries including banks, REITs, technology, healthcare, pharmaceuticals, specialty chemicals, utilities, telecommunications providers, entertainment and leisure. The firm focuses on companies that provide niche products or services not easily duplicated. The companies they recommend must exhibit a combination of attributes including high returns on assets and equity, reliable earnings that are growing and manageable debt. J.J.B. Hilliard also prefers companies that generate excess cash. Through its predecessors, the firm's origins can be traced to 1854. In 1965, J.J.B. Hilliard & Son and W.L. Lyons and Co. combined to become J.J.B. Hilliard, W.L. Lyons. In 1972, Hilliard Lyons exchanged its traditional partnership form of business for a corporation model. Then, in 1998, Hilliard Lyons was acquired by PNC Financial Services GroupI. In 2008, ownership of Hilliard Lyons was transitioned from PNC Financial Services Group to joint ownership by Hilliard Lyons’ own employees and Houchens Industries, Inc. of Bowling Green, Kentucky, a diversified, employee-owned company. | Corporate Officer/Principal | 31/12/1999 |
Central Bank of Sedalia
 Central Bank of Sedalia Regional BanksFinance Part of Central Bancompany, Inc., Central Bank of Sedalia operates as a state chartered commercial bank. The company is based in Sedalia, MO. | President | 31/12/1992 |
First Horizon Bank (Memphis, Tennessee)
 First Horizon Bank (Memphis, Tennessee) Regional BanksFinance First Horizon Bank provides commercial banking services. Its offers banking, cash management, borrowing, investment and planning, insuring and inverting, treasury management, financial planning, and executive banking. The company was founded by Frank S. Davis on March 25, 1864 and is headquartered in Memphis, TN. | Corporate Officer/Principal | 31/12/1989 |
Formation de Mark Willoughby
| University of South Carolina | Undergraduate Degree |
| Louisiana State University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
CapWealth Advisors LLC
CapWealth Advisors LLC Investment ManagersFinance CapWealth Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Franklin, Tennessee. The firm was founded by Timothy J. Pagliara in 2000 and they are a subsidiary of CapWealth Group LLC. CapWealth Advisors provides investment advice to individuals, high net-worth individuals, trusts, estates and charitable organizations. | Finance |
First Horizon Bank (Memphis, Tennessee)
First Horizon Bank (Memphis, Tennessee) Regional BanksFinance First Horizon Bank provides commercial banking services. Its offers banking, cash management, borrowing, investment and planning, insuring and inverting, treasury management, financial planning, and executive banking. The company was founded by Frank S. Davis on March 25, 1864 and is headquartered in Memphis, TN. | Finance |
Central Bank of Sedalia
Central Bank of Sedalia Regional BanksFinance Part of Central Bancompany, Inc., Central Bank of Sedalia operates as a state chartered commercial bank. The company is based in Sedalia, MO. | Finance |
J.J.B. Hilliard, W.L. Lyons LLC
J.J.B. Hilliard, W.L. Lyons LLC Investment Banks/BrokersFinance J.J.B. Hilliard, W.L. Lyons LLC is a broker/dealer headquartered in Louisville, Kentucky. The firm is a subsidiary of HL Financial Services LLC. They provide a full array of investment services. J.J.B. Hilliard specializes in a variety of industries including banks, REITs, technology, healthcare, pharmaceuticals, specialty chemicals, utilities, telecommunications providers, entertainment and leisure. The firm focuses on companies that provide niche products or services not easily duplicated. The companies they recommend must exhibit a combination of attributes including high returns on assets and equity, reliable earnings that are growing and manageable debt. J.J.B. Hilliard also prefers companies that generate excess cash. Through its predecessors, the firm's origins can be traced to 1854. In 1965, J.J.B. Hilliard & Son and W.L. Lyons and Co. combined to become J.J.B. Hilliard, W.L. Lyons. In 1972, Hilliard Lyons exchanged its traditional partnership form of business for a corporation model. Then, in 1998, Hilliard Lyons was acquired by PNC Financial Services GroupI. In 2008, ownership of Hilliard Lyons was transitioned from PNC Financial Services Group to joint ownership by Hilliard Lyons’ own employees and Houchens Industries, Inc. of Bowling Green, Kentucky, a diversified, employee-owned company. | Finance |