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Strategists

Meet our strategists

United in purpose, driven by values. We are the wealth strategists at Waddell & Associates.

Our team stands ready to meet your needs, planning for the lifestyle of your dreams. Whether you’re looking to manage wealth strategies for your family or integrate planning for your family business. we’re here to help. Meet the people who guide our clients on life’s journey each day.
David Waddell Headshot Tight-scaled

David S. Waddell

  • Chief Executive Officer, Chief Investment Strategist
Perry Green Headshot Tight-scaled

Perry J. Green

  • Chief Financial Officer, Senior Wealth Strategist
Sean Gould Headshot Tight-scaled

Sean Gould

  • Partner, Senior Wealth Strategist
Phyllis Scruggs Headshot

Phyllis R. Scruggs

  • Vice-Chairman, Senior Vice President, Senior Wealth Strategist
Teresa Bailey Headshot Tight-scaled

Teresa J.W. Bailey

  • President, Nashville | Senior Wealth Strategist
Allie Prescott Headshot Tight-scaled

Allie J. Prescott

  • Senior Vice President
Carol Lee Royer Headshot Tight-scaled

Carol Lee Royer

  • Senior Vice President, Senior Wealth Strategist
Robby Graham Headshot Tight-scaled

Robby J. Graham

  • Wealth Strategist
Shelly Baker Headshot Tight-scaled

Shelly H. Baker

  • Wealth Strategist
Luke Hooper Headshot Tight-crop

Luke Hooper

  • Wealth Strategist
Matt Gentzkow_resized

Matt Gentzkow

  • Investment Strategist
Patricia Reeves Headshot Tight-crop

Patricia Reeves

  • Business Administration Strategist
Crystal Curle_resized

Crystal Curle

  • Client Experience Strategist
Sharon Tyson Headshot Tight-scaled

Sharon Tyson

  • Director of Client Services
Lanie Oberg Headshot Tight-scaled

Lanie Oberg

  • Executive Assistant to the CEO
Nicole Bean Mid Length-cropped

Nicole Bean

  • Marketing Strategist
Karen Rowe Headshot Tight-scaled

Karen L. Rowe

  • Brand Experience Strategist
Rhonda Gibbons Headshot

Rhonda H. Gibbons

  • Client Service Strategist
Alexa Alcala Headshot Tight-crop

Alexa Alcala

  • Client Service Strategist
Laurie Cortner _Resized

Laurie Cortner

  • Client Service Strategist
Krista Burt Headshot

Krista Burt

  • Office Administrative Strategist
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