Meet Our Waddell & Associates Family

David S. Waddell CFP®

CEO, Chief Investment
Strategist

Perry 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

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,
Wealth Strategist

Karen L. Rowe

Development Strategist

Sharon Tyson

Director of Client Services

Lynne Thacker

Office Manager, Operations Strategist

Francine Olsen FPQPTM

Operations Strategist

Jill Shumann FPQPTM

Registered Paraplanner

Lanie Oberg CAP-OM

Executive Assistant to the CEO

Teresa Williams

Operations Strategist

Dorinda Fears

Operations Strategist

Nicole Bean

Success Strategist