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

Perry began his financial services career at Ernst & Young, LLP in 1993 working on various corporate, individual and estate and gift tax projects. In

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Waddell & Associates

Sean Gould

Prior to joining W&A, Sean received his Bachelor of Accountancy and Master of Accountancy from the University of Mississippi in 2007 and 2008, respectively. He

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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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Blog
Waddell & Associates

Allie J. Prescott

Most Mid-Southerners have heard of this Memphis native and longtime community leader, who is possibly best known for his role as president and general manager

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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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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

Robby J. Graham

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

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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

Perry began his financial services career at Ernst & Young, LLP in 1993 working on various corporate, individual and estate and gift tax projects. In

Read Blog »
Uncategorized
Waddell & Associates

Sean Gould

Prior to joining W&A, Sean received his Bachelor of Accountancy and Master of Accountancy from the University of Mississippi in 2007 and 2008, respectively. He

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 »
Blog
Waddell & Associates

Allie J. Prescott

Most Mid-Southerners have heard of this Memphis native and longtime community leader, who is possibly best known for his role as president and general manager

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 »
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

Robby J. Graham

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

Read Blog »