Teresa J.W. Bailey
Professional Awards
Nashville Post "In Charge" 2024 List Disclosure
Teresa J.W. Bailey named one of the people "In Charge" in Nashville, 2024
The Nashville Post's In Charge list is an annual list of who they believe to be Nashville's most influential people. We found no official criteria for inclusion in this list, so we contacted the publication. We were informed that the selection was very broad and subjective, and there were no strict qualifications used for inclusion.
Waddell & Associates did not pay for inclusion in this list.
Investment News' 40 Under 40
Teresa J.W. Bailey named to InvestmentNews's 40 Under 40 list, recognizing up-and-coming "outstanding financial advisers"
Investment News 40 Under 40 2023 Criteria:
InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos, podcasts and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it. InvestmentNews, headquartered in New York, is part of Bonhill Group Plc.
What is the minimum criteria for consideration?
This varies by award and is explained in the nomination form for each award category. Each award program and category receives an different an unpredictable number of nominations, so it is impossible to assure a typical range of competition.
Have there been any changes to the criteria?
The criteria are published with the opening of each nomination period and do not change over the course of the nomination and judging period.
What is the supporting methodology for each award program
DEI, 40 Under 40 and Women to Watch are qualitative awards, judged by IN editors, with the exception of the Women to Watch Ascension Award, which is earned by any employer where women comprise at least a third of the C-level leadership. The Best Places to Work methodology is determined by the Best Companies group, a third-party vendor with which IN has a publishing partnership. The IN Best Practices methodology is quantitative, based on responses to the annual IN Advisor Benchmarking Study.
Have there been any changes to the methodology?
In 2022, IN retooled the methodology for its Women to Watch awards, adding corporate awards, including the Ascension award. The other award categories and methodologies remain unchanged.
What are the missions of each award program?
(DEI, 40U40, W2W). /Please see above. The mission, criteria and methodology for each IN award category and award cycle are published at the IN website and remain publicly available before, during and after the nomination, judging and winner announcement phases.
Who are the judges?
For DEI, 40 Under 40 and Women to Watch, the IN editors and reporters judge nominations. The IN Best Practices recognition is based on quantitative rankings of firms’ submissions.
How many advisors are named to the final ranking?
For qualitative awards, the number of winners ranges per subcategory, from a single lifetime achievement winner to up to five rising stars. There is no limittro the Ascension award. The Best Places to Work for Financial Advisors lists 15 to 35 winners each for small, medium and large workplaces, in a typical award cycle. The Best Practices Awards recognize up to 12 firms in different size categories.
Is the ranking published online?
Yes, at https://www.investmentnews.com/awards-and-recognition
Is the ranking published in print?
Yes, according to the IN annual editorial calendar, available in the magazine media kit, which can be requested here: https://www.investmentnews.com/media-kit-request- page
What was the time period the data was collected?
A methodology box, including the relevant dates of submissions, is included in editorial coverage of each award.
What is the time period the accolade is valid once published?
Winners’ awards are not renewed annually, but may be cited indefinitely. Winners may nominate themselves for subsequent award cycles, and may be considered, with the exception of lifetime achievement awards, which may be won once.
What is the relationship between editorial and marketing?
The IN editorial team makes news judgement independent of marketing, sponsorship and revenue considerations.
Is marketing “spend” a consideration for judging?
No, never.
Is there a fee to participate in the ranking
No, never.
Waddell & Associates did not pay for inclusion in this list.
Nashville Emerging Leader Awards
Teresa J.W. Bailey named a Nashville Emerging Leaders finalist, 2023
YP 2023 Nashville Emerging Leader Awards Criteria:
The Nashville Area Chamber and YP Nashville annually present the Nashville Emerging Leader Awards (NELAs). The NELAs recognize Nashville area young professionals ages 21-40 across 14 industries for significant accomplishments in their chosen career fields, as well as their commitment and contribution to the community. Judges for each industry are leaders from their respective field. Judges score applicants and decide the finalists and winner.
Waddell & Associates did not pay for inclusion in this list.
ThinkAdvisor "Luminaries"
Teresa J.W. Bailey named a Wealth Management Rising Star, 2022
The Luminaries rankings are published by ThinkAdvisor, an independent company unaffiliated with Waddell & Associates.
Criteria: The nominee’s impact on the firm, its advisors and the broader professional community and industry, as well as on the landscape of clients, prospective clients, investors and would-be investors nationwide. This impact should include both quantitative and qualitative results -- such as the number of advisors affected by the nominee and a clear description of the innovative way the nominee has contributed to the particular program, firm and broader community, and industry.
- A demonstrated ability to achieve goals and display ingenuity in terms of creative thinking and problem solving – i.e., filling a significant gap.
- A description of the nominee’s dedication to furthering the development of advisors and the industry -- most notably its ability to serve the best interests of investor clients and the broader community in which they live and work.
- A personal commitment to the highest ethical standards, service and excellence.
- You may nominate individuals, teams or organizations. Please submit no more than four entries per company. If nominating a team or company, please include only the names and titles of its leaders and key members. We encourage you to limit your entries to nominees who have made indelible impacts on the business.
- All entries must include 3-5 examples that qualitatively and quantitatively demonstrate the impact their efforts have had over the past 12 months.
- Firms are encouraged to re-submit nominations each year; however, our judges would prefer to see something new and different if you resubmit an entry, such as different cases, deals/matters, and updates since the previous year.
Luminaries rankings are determined by the independent outlet unaffiliated with Waddell & Associates. Information from these sources is deemed to be reliable, but accuracy cannot be guaranteed. Waddell & Associates did not pay to be included in this ranking. Working with a ranked advisor should be evaluated properly and has no correlation to investment results. Working with a highly-ranked advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Third-party rankings are no guarantee of future investment success or performance. This ranking is conducted by a third-party provider and not meant to serve as an endorsement for Waddell & Associates. Rankings should not be considered an endorsement of the wealth manager by any client nor are they representative of any one client’s evaluation. Provided for informational purposes only.
Waddell & Associates did not pay for inclusion in this list.
RIA Intel 2022 - Advisor of the Year (Finalist)
Teresa J.W. Bailey named a finalist for Advisor of the Year, 2022
The Advisor of the Year rankings are published by RIA Intel, an independent company unaffiliated with Waddell & Associates.
Advisor of the Year: The advisor who has accomplished, overcome, or contributed something that stands out in the industry.
Advisor of the Year rankings are determined by the independent outlet unaffiliated with Waddell & Associates. Information from these sources is deemed to be reliable, but accuracy cannot be guaranteed.
Waddell & Associates did not pay to be included in this ranking.
Working with a ranked advisor should be evaluated properly and has no correlation to investment results. Working with a highly-ranked advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Third-party rankings are no guarantee of future investment success or performance. This ranking is conducted by a third-party provider and is not meant to serve as an endorsement for Waddell & Associates. Rankings should not be considered an endorsement of the wealth manager by any client nor are they representative of any one client’s evaluation. Provided for informational purposes only.
WealthManagement Industry Awards - Rising Star
Teresa J.W. Bailey named a Wealth Management Rising Star, 2022
Rising Star rankings are published by WealthManagement, an independent company unaffiliated with Waddell & Associates.
Rising Star Criteria: A next-generation individual advisor and/or executive of a financial advisory firm who has demonstrated vision, creativity, integrity, leadership, and high performance in making an impact on their firm, the industry, and wealth management in general this past year. Criteria include specific examples of firm and industry leadership, supporting initiatives that are driving change as well as external benchmarks such as business growth, thought leadership content development, industry activism, and similar.
Rising Star rankings are determined by the independent outlet unaffiliated with Waddell & Associates. Information from these sources is deemed to be reliable, but accuracy cannot be guaranteed.
Waddell & Associates did not pay to be included in this ranking.
Working with a ranked advisor should be evaluated properly and has no correlation to investment results. Working with a highly-ranked advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Third-party rankings are no guarantee of future investment success or performance. This ranking is conducted by a third-party provider and is not meant to serve as an endorsement for Waddell & Associates. Rankings should not be considered an endorsement of the wealth manager by any client nor are they representative of any one client’s evaluation. Provided for informational purposes only.