Client Portals

Teresa J.W. Bailey

Teresa Bailey is a Wealth Strategist who actively orchestrates the financial affairs of executives, entrepreneurs and other driven individuals. At W&A, she is known for enriching her clients’ financial worlds and building the W&A name by coordinating brand development, planning client events and developing educational content.

Teresa is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Certified Divorce Financial Analyst® practitioner who was named one of Memphis Business Journal’s Top 40 Under 40 in 2016. In 2018, she began splitting her time between W&A’s Memphis and Nashville offices.

Striving to stay involved with her community, Teresa regularly speaks about the importance of financial planning and connects industry professionals with one another. She formerly chaired the Greater Memphis Chapter of the Financial Planning Association (FPA). Teresa now chairs the programs committee for the Nashville chapter of The Private Directors Association, helping private companies within the community create and upgrade their boards while developing and promoting talented candidates.

Teresa graduated from the University of Memphis with a Bachelor of Business Administration with an emphasis in corporate finance and passionately advocates for women entering the field of financial planning.

How Waddell & Associates is Changing the Financial Planning Landscape

“We are a solid unit – we do not have individualized, siloed producer-advisors that are only using the overall firm as an umbrella to hold their collection of clients. Therefore, we share knowledge openly, work together on client projects and relationships, and operate as a full team. When you sign on as a client of one of our Wealth Strategists, you truly sign on to receive the knowledge of every Wealth Strategist in the firm, as well as the professional network and resources of each.”

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