Waddell & Associates

Waddell & Associates is an SEC-registered investment advisory firm whose financial advisors are here to assist with all the most important decisions that life presents. From business and lifestyle coaching, family care concierge and bucket-list facilitation to estate and divorce planning, asset management, tax strategy planning and more, the professionals at Waddell & Associates offer a range of services to fit all your needs.

With a holistic approach to wealth management, Waddell & Associates’ financial advisors are all fiduciaries, required by industry regulators to always act in a client’s best interest. They take into consideration behavior, emotional investments and monetary investments to assist clients in making important financial decisions. Waddell & Associates wealth strategists want to know what is truly important to you, asking questions like “what keeps you up at night?” and “if something happened to you, how would the lives of those around you be affected?”. This personal approach allows Waddell & Associates to enhance the lives of their clients with personalized guidance through the world of financial planning. To find out more about what Waddell & Associates has to offer, visit their website or click here to find a time to connect with Teresa and discuss your financial journey.

 

SB Tip:

Approximately 15% of financial advisors are female, but at Waddell & Associates the ratio is 50:50, one of them being Teresa Bailey, CFP, CDFA. Located in Brentwood, Teresa gets to the heart of the matter and takes into account the emotional and behavioral aspects of investing, not just the math and numbers.

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Lifestyle

Specializing in:
  • Comprehensive wealth management
  • Lifestyle & business consulting
  • Asset management
  • Insurance analysis
  • Investments
  • Estate & wealth transfer
  • Tax & strategy planning
  • Divorce Planning
  • Concentrated stock position
Open:

Mon-Fri: 8 a.m. to 5 p.m.
Premium service 24/7

Connections:
Contact Info:

Nashville
(615) 370-0750

Memphis
(901) 767-9187

Aspen, Colorado
(901) 493-0571

Location:

7100 Executive Center Drive, #100 Brentwood, TN 37027