Director of Development,
Problem solver. Networker. Empathizer. Fascinated by human behavior and family dynamics. Mother. Ella Fitzgerald fan.
Teresa Bailey is a Wealth Strategist. She orchestrates the financial affairs of executives, entrepreneurs and other driven individuals. In addition to growing her clients’ financial worlds, Teresa builds the W&A brand through coordinating brand development, client events, and educational content development.
Teresa is certified as a financial planner (CFP®) and divorce financial analyst (CDFA®) and has earned the Series 7, Series 66, and Series 24 securities registrations.
She was named one of Memphis Business Journal’s Top 40 Under 40 in 2016 and in 2018 began splitting her time between W&A’s Memphis and Nashville offices.
It’s Teresa’s mission to stay involved with her community and speak on the importance of financial planning and connecting industry professionals. She is the former Chair of the Greater Memphis Chapter of the Financial Planning Association (FPA), and previously served on the Economic Club of Memphis Board of Directors. Under the National CFP® Board, she’s an advocate for women entering the field of financial planning. Teresa graduated from the University of Memphis with a Bachelor of Business Administration with an emphasis in corporate finance.
How Waddell & Associates is changing the Financial Planning landscape
“We are a solid unit – we do not have individualized, siloed producer-advisors that are only using the overall firm as an umbrella to hold their collection of clients. Therefore, we share knowledge openly, work together on client projects and relationships, and operate as a full team. When you sign on as a client of one of our Wealth Strategists, you truly sign on to receive the knowledge of every Wealth Strategist in the firm, as well as the professional network and resources of each.”