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, FPQP®

Compliance Administrative Strategist

Jill Shumann FPQPTM

Data Support Strategist

Crystal Curle

Client Experience Strategist

Rhonda H. Gibbons

Client Service Strategist

Lanie Oberg CAP-OM

Executive Assistant to the CEO

Karen L. Rowe

Development Strategist

Nicole Bean

Marketing Strategist

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