Meet Our Waddell & Associates Family

David S. Waddell CFP®

CEO, Chief Investment
Strategist

Perry Green CPA/PFS, CFP®, CFA®

Chief Financial Officer,
Senior Wealth Strategist

Tee L. Meeks FPQPTM, CRPC®, Certified Senior Advisor®

Chief Administrative Officer, Chief Compliance Officer

Phyllis R. Scruggs CFP®, CFA®

Vice-Chairman, Senior Vice President, Senior Wealth Strategist

Kathy S. Williams CFP®, CDFA®

Principal, Senior Wealth Strategist

John Burchfield

Chief Operating Officer

Allie J. Prescott, J.D.

Senior Vice President

Carol Lee Royer CFP®, CFA®, CDFA®

Senior Vice President, Senior Wealth Strategist

Tim Ellis CPA/PFS, CFP®

Senior Investment Strategist,
Wealth Strategist

Sean Gould CPA/PFS, CFP®

Senior Wealth Strategist

Teresa J.W. Bailey CFP®, CDFA®

Director of Development,
Wealth Strategist

Sharon Tyson

Director of Client Services

Lynne Thacker

Office Manager, Operations Strategist

Francine Olsen FPQPTM

Operations Strategist

Jill Shumann FPQPTM

Registered Paraplanner

Lanie Oberg CAP-OM

Executive Assistant to the CEO

Teresa Williams

Operations Strategist

Dorinda Fears

Operations Strategist

Karen L. Rowe

Development Strategist

Nicole Bean

Development Strategist