Client Portals
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Waddell & Associates

Sean Gould

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David S. Waddell

David S. Waddell

David is W&A’s fearless leader. As the firm’s CEO and Chief Investment Strategist, David chairs the W&A investment committee and, pulling from over 20 years

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Perry Green

Perry J. Green

Memphis native Perry Green is a financial maestro. Armed with a Bachelor of Business Administration in Accounting from the University of Memphis and a Master

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Waddell & Associates

Sean Gould

Sean Gould, a proud Memphis native, has forged a dynamic career path blending financial acumen with a passion for providing elevated client experience. Sean attained

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Michael DeGuira

Phyllis R. Scruggs

Phyllis had been associated with W&A for a number of years before joining the firm, acting as a consultant to the company in its formative

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Teresa J.W. Bailey

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

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Blog
Waddell & Associates

Allie J. Prescott

Lawyer. Entrepreneur. Sports enthusiast. Father. Community leader. Trailblazer. Legend.  Prominent Memphis native and influential community leader, Allie Prescott is senior vice president at Waddell &

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Waddell & Associates

Carol Lee Royer

Carol Lee came to Memphis from Nashville in 1974 as a student at Rhodes College (then Southwestern at Memphis). She graduated Phi Beta Kappa in

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Blog
Waddell & Associates

Robby J. Graham

Robby Graham is a lifetime Memphian. He graduated from the University of Memphis on an athletic scholarship, where he lettered in baseball for four years.

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Uncategorized
David S. Waddell

David S. Waddell

David is W&A’s fearless leader. As the firm’s CEO and Chief Investment Strategist, David chairs the W&A investment committee and, pulling from over 20 years

Read Blog »
Uncategorized
Perry Green

Perry J. Green

Memphis native Perry Green is a financial maestro. Armed with a Bachelor of Business Administration in Accounting from the University of Memphis and a Master

Read Blog »
Uncategorized
Waddell & Associates

Sean Gould

Sean Gould, a proud Memphis native, has forged a dynamic career path blending financial acumen with a passion for providing elevated client experience. Sean attained

Read Blog »
Uncategorized
Michael DeGuira

Phyllis R. Scruggs

Phyllis had been associated with W&A for a number of years before joining the firm, acting as a consultant to the company in its formative

Read Blog »
Uncategorized
Teresa J.W. Bailey

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

Read Blog »
Blog
Waddell & Associates

Allie J. Prescott

Lawyer. Entrepreneur. Sports enthusiast. Father. Community leader. Trailblazer. Legend.  Prominent Memphis native and influential community leader, Allie Prescott is senior vice president at Waddell &

Read Blog »
Blog
Waddell & Associates

Carol Lee Royer

Carol Lee came to Memphis from Nashville in 1974 as a student at Rhodes College (then Southwestern at Memphis). She graduated Phi Beta Kappa in

Read Blog »
Blog
Waddell & Associates

Robby J. Graham

Robby Graham is a lifetime Memphian. He graduated from the University of Memphis on an athletic scholarship, where he lettered in baseball for four years.

Read Blog »