your financial speakers bureau
Our strategists eat, sleep, and breathe wealth strategy, and as such, are at the forefront of shaping the future of 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 and, pulling 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
Through the years, Perry has worked extensively with owners of closely held businesses as well as executives of large corporations, assisting them with planning.
Teresa J.W. Bailey
CFP®, CDFA®, President, NashvIlle, Senior Wealth Strategist
Teresa Bailey is a Wealth Strategist who actively orchestrates the financial affairs of executives, entrepreneurs and other driven individuals.
start the conversation.
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
MSFT, GOOGL, INTEL: Expectations for Big Tech Earnings
David talks with Schwab Network’s Nicole Petallides about AI expectations, tech earnings, and investing strategies in this market environment. Watch now
Pullbacks Welcome!
Markets sold off this week in reaction to a marginally hotter-than-expected CPI report that marked down the odds of a Fed rate cut in June,
Wall St. Journal: Tech Stock Rebound Sends Nasdaq Composite to New Record
David Waddell offers his take on the current economic environment. Read now
