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