your financial speakers bureau
Our strategists are deeply immersed in wealth strategy, positioning them at the forefront of conversations around innovation in planning and investing.
Invite our speakers to enrich the minds of your audience with their insights on the ever-changing economic, tax, and financial landscapes.
Our speakers excel at simplifying the complexities of the markets and passionately advocating the benefits of strategic planning for both families and business owners. We genuinely relish every opportunity to engage with the public and assist others in becoming active participants in the world of investing.
We have a team of engaging and enlightening wealth strategists ready to speak to your audience.
David S. Waddell
CEO, Chief Investment Strategist
As the firm’s Chief Investment Strategist, David chairs the W&A investment committee. He pulls from his 20 years of experience to design portfolio strategies for clients utilizing public market securities worldwide.
Perry J. Green
CPA/PFS, CFP®, CFA®, Chief Financial Officer, Senior Wealth Strategist
Over the years, Perry has worked extensively with owners of closely held businesses and executives of major corporations, developing personalized strategies to address complex planning needs and support their financial success.
Teresa J.W. Bailey
CFP®, CDFA®, President, NashvIlle, Senior Wealth Strategist
With over 17 years of experience in the finance industry, Teresa is known for sharing her thoughts on the evolution of the financial services industry and its approach to women, entrepreneurs, and creatives.
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Interested in booking a speaker? Submit your details below and someone will be in touch within two business days.
Explore our most recent media features
‘Twas the Night Before Christmas!
Before I get to the main course of this holiday blog, let’s briefly review the week that saw US equities have a healthy market correction.
How You Feelin’??
At the end of 2022, economic, investor, and consumer sentiment reached some of the lowest levels in history. Economists and business leaders expected a recession
Trump 2.0 According to David Waddell
David S. Waddell talks with Charles Payne on Fox Business Network’s Making Money.
