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
Perry J. Green
Memphis native Perry Green is a financial architect. Armed with a Bachelor of Business Administration in Accounting from the University of Memphis and a Master
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
Phyllis R. Scruggs
Memphis-born Phyllis Scruggs, W&A’s longest-serving advisor, has been a cornerstone of the firm since joining in 1993. Blissfully living her dream, Phyllis alternates her remote
Allie J. Prescott
Prominent Memphis native and influential community leader, Allie Prescott is senior vice president at Waddell & Associates, where he focuses on business development and client
Carol Lee Royer
Born and raised in Nashville, Carol Lee Royer relocated to Memphis in 1974 when she began her undergraduate studies at Rhodes College (then Southwestern at
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.
Shelly H. Baker
Shelly Baker is a wealth strategist who has 31 years of experience in a variety of roles within the financial services industry. She began her
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
Perry J. Green
Memphis native Perry Green is a financial architect. Armed with a Bachelor of Business Administration in Accounting from the University of Memphis and a Master
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
Phyllis R. Scruggs
Memphis-born Phyllis Scruggs, W&A’s longest-serving advisor, has been a cornerstone of the firm since joining in 1993. Blissfully living her dream, Phyllis alternates her remote
Allie J. Prescott
Prominent Memphis native and influential community leader, Allie Prescott is senior vice president at Waddell & Associates, where he focuses on business development and client
Carol Lee Royer
Born and raised in Nashville, Carol Lee Royer relocated to Memphis in 1974 when she began her undergraduate studies at Rhodes College (then Southwestern at
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.
Shelly H. Baker
Shelly Baker is a wealth strategist who has 31 years of experience in a variety of roles within the financial services industry. She began her
