Meet Our Waddell & Associates Family

David S. Waddell

CEO, Chief Investment

Perry J. Green CPA/PFS, CFP®, CFA®

Chief Financial Officer,
Senior Wealth Strategist

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

Chief Administrative Officer, Chief Compliance Officer

Phyllis R. Scruggs CFP®, CFA®

Vice-Chairman, Senior Vice President, Senior Wealth Strategist

Kathy S. Williams CFP®, CDFA®

Principal, Senior Wealth Strategist

John Burchfield

Chief Operating Officer

Allie J. Prescott, J.D.

Senior Vice President

Carol Lee Royer CFP®, CFA®, CDFA®

Senior Vice President, Senior Wealth Strategist

Tim Ellis CPA/PFS, CFP®

Senior Investment Strategist,
Wealth Strategist

Sean Gould CPA/PFS, CFP®

Senior Wealth Strategist

Teresa J.W. Bailey CFP®, CDFA®

Director of Development,
Senior Wealth Strategist

Robby J. Graham CPA

Wealth Strategist

Sharon Tyson

Director of Client Services

Lynne Thacker

Office Manager, Operations Strategist

Francine Olsen FPQPTM

Operations Strategist

Jill Shumann FPQPTM

Registered Paraplanner

Crystal Curle

Operations Strategist

Lanie Oberg CAP-OM

Executive Assistant to the CEO

Karen L. Rowe

Development Strategist

Nicole Bean

Development Strategist