TALK TO A STRATEGIST
Schedule some time to chat with one of our wealth strategists today and let us help you navigate your own financial journey.
Teresa J. Bailey, CFP®, CDFA®
Director of Development, Wealth Strategist
- Based in Nashville, Tennessee
- Member of W&A’s Investment Committee
- Areas of Focus: Executives, Entrepreneurs, Business Owners, Women
Kathy S. Williams, CFP®, CDFA®
Principal, Senior Wealth Strategist
- Based in Memphis, Tennessee
- Areas of Focus: Lifestyle transitions; Death, Divorce, Aging (Social Security and Medicare),
Retirement Planning, Inheritance, Veterans benefits
Carol Lee Royer CFP®, CFA®, CDFA®
Senior Vice President, Senior Wealth Strategist
- Based in Memphis, Tennessee
- Areas of Focus: Retirement Planning and Savings Strategies, Charitable Giving, Divorce
Phyllis R. Scruggs, CFP®, CFA®
Vice-Chairman, Senior Vice President, Senior Wealth Strategist
- Based in Aspen, Colorado
- Member of W&A’s Investment Committee
Tim Ellis, CPA/PFS, CFP®
Senior Investment Strategist, Wealth Strategists
- Based in Memphis, Tennessee
- Member of W&A’s Investment Committee
- Areas of Focus: Retirement, Income tax, Estate and gift planning, Risk management, Education
Sean Could, CPA/PFS, CFP®
Senior Wealth Strategist
- Based in Memphis, Tennessee
- Member of W&A’s Investment Committee
- Areas of Focus: Business Transactions, Executive compensation
Perry Green, CPA/PFS, CFP®, CFA®
Chief Financial Officer, Senior Wealth Strategist
- Based in Memphis, Tennessee
- Areas of Focus: Income tax planning, Estate and gift tax planning,
Tax planning, Transition planning, Stock options
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