Digital Press Kit

For more information, please contact our Development Strategist, Teresa W. Bailey, at tbailey@waddellandassociates.com or our Chief Compliance Officer, Tee Meeks, at tee@waddellandassociates.com.

About W&A

Founded in 1986, Waddell and Associates, LLC is an SEC- registered, fee-only investment advisory and wealth management firm. W&A clients are high-net-worth individuals, families, trusts, foundations, pension plans and institutions who have entrusted the firm to manage their assets. The firm’s investment philosophy is a disciplined, tax- sensitive and opportunistic open architecture, multi- manager (passive and active management) approach that has been maintained for more than 25 years. This approach allows W&A to control risk while creating portfolios with a combination of complementary styles, and diversifications. In 2015, W&A was ranked twenty-ninth in the CNBC list of “Top 100 Fee- Only Wealth Management Firms.” and was ranked thirty-ninth in 2014. With offices in Memphis and Nashville, W&A’s mission is “to improve life by providing clarity to remove fear.”

Fact Sheet

  • President, CEO, Chief Investment Strategist: David S. Waddell
  • Established: 1986
  • Locations: Memphis, TN; Nashville, TN
  • Assets under management: By request.
  • Number of advisors as of December 31, 2017: 9
  • Number of employees as of December 31, 2017: 20
  • Number of clients as of December 31, 2017: 900+
  • W&A is an SEC- registered, fee-only investment advisory and wealth management firm
  • W&A embodies a proactive, strategic and disciplined process that unites financial planning and investment management
  • Our team is interdisciplinary and provides unbiased advice–we do not sell or promote any investment or insurance product
  • Our clients are high- net- worth individuals and families, trusts, foundations and endowments, as well as pension, profit sharing and other retirement plans
  • Our competitive advantages include:
    • Comprehensive wealth management
    • Strategic and disciplined planning and implementation
    • Centralized investment portfolio model
    • Peer review and quality control
    • Centralized operations group
    • Our staff hold JDs, CPAs, CFP®s, CFAs, CDFA’s, and MBAs, and have backgrounds in investments, financial planning, law and taxation

Accolades

  • #29 on CNBC’s list of Top 100 Wealth Management Firms, 2015
  • #39 on CNBC’s list of Top 100 Wealth Management Firms, 2014