TALK TO A STRATEGIST

Schedule some time to chat with one of our wealth strategists today and let us help you navigate your own financial journey.


Teresa J. Bailey, CFP®, CDFA®
Director of Development, Wealth Strategist

Schedule a Time
  • Based in Nashville, Tennessee
  • Member of W&A’s Investment Committee
  • Areas of Focus: Executives, Entrepreneurs, Business Owners, Women

Kathy S. Williams, CFP®, CDFA®
Principal, Senior Wealth Strategist

  • Based in Memphis, Tennessee
  • Areas of Focus: Lifestyle transitions; Death, Divorce, Aging (Social Security and Medicare),
    Retirement Planning, Inheritance, Veterans benefits

Carol Lee Royer CFP®, CFA®, CDFA®
Senior Vice President, Senior Wealth Strategist

  • Based in Memphis, Tennessee
  • Areas of Focus: Retirement Planning and Savings Strategies, Charitable Giving, Divorce

Phyllis R. Scruggs, CFP®, CFA®
Vice-Chairman, Senior Vice President, Senior Wealth Strategist

  • Based in Aspen, Colorado
  • Member of W&A’s Investment Committee

Tim Ellis, CPA/PFS, CFP®
Senior Investment Strategist, Wealth Strategists

  • Based in Memphis, Tennessee
  • Member of W&A’s Investment Committee
  • Areas of Focus: Retirement, Income tax, Estate and gift planning, Risk management, Education

Sean Could, CPA/PFS, CFP®
Senior Wealth Strategist

  • Based in Memphis, Tennessee
  • Member of W&A’s Investment Committee
  • Areas of Focus: Business Transactions, Executive compensation

Perry Green, CPA/PFS, CFP®, CFA®
Chief Financial Officer, Senior Wealth Strategist

  • Based in Memphis, Tennessee
  • Areas of Focus: Income tax planning, Estate and gift tax planning,
    Tax planning, Transition planning, Stock options