Meet Our Waddell & Associates Family

David S. Waddell

CEO, Chief Investment
Strategist

Tee L. Meeks FPQPTM, CRPC®, Certified Senior Advisor®

Chief Administrative Officer, Chief Compliance Officer

Perry J. Green CPA/PFS, CFP®, CFA®

Chief Financial Officer,
Senior Wealth Strategist

Sean Gould CPA/PFS, CFP®

Partner, Senior Wealth Strategist

Phyllis R. Scruggs CFP®, CFA®

Vice-Chairman, Senior Vice President, Senior Wealth Strategist

Allie J. Prescott JD

Senior Vice President

Carol Lee Royer CFP®, CFA®, CDFA®

Senior Vice President, Senior Wealth Strategist

Teresa J.W. Bailey CFP®, CDFA®

Director of Development,
Senior Wealth Strategist

Robby J. Graham CPA, CFP®

Wealth Strategist

Derrick Main

Wealth Strategist

Payton R. Baran

Wealth Strategist

Shelly H. Baker CFP®, CTFA

Wealth Strategist

Sharon Tyson

Director of Client Services

Francine Olsen FPQPTM

Operations Strategist

Jill Shumann FPQPTM

Registered Paraplanner

Crystal Curle

Operations Strategist

Rhonda H. Gibbons

Operations Strategist

Lanie Oberg CAP-OM

Executive Assistant to the CEO

Karen L. Rowe

Development Strategist

Nicole Bean

Development Strategist

Powered by

Blueprint.Inc
Blueprint.Inc