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

 
TeresaBailey
SeanGould
RobbyGraham

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

  • Based in Nashville, TN

  • Member of W&A’s Investment Committee

  • Areas of Focus: Executives, Entrepreneurs, Business Owners, Women

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

  • Based in Memphis, TN

  • Member of W&A’s Investment Committee

  • Areas of Focus: Business Transactions, Executive Compensation

Robby J. Graham, CPA, CFP®
Wealth Strategist

  • Based in Memphis, TN

  • Areas of Focus: Business Transactions, Executive Compensation
CarolLeeRoyer
PerryGreen
PhyllisScruggs

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

  • Based in Memphis, TN

  • Areas of Focus: Retirement Planning and Savings Strategies, Charitable Giving, Divorce

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

  • Based in Memphis, TN

  • Areas of Focus: Income Tax Planning, Estate & Gift Tax  Planning, Tax Planning, Transition Planning, Stock Options

Phyllis Scruggs, CFP®, CDFA®
Vice Chairman,
Senior Vice President
Senior Wealth Strategist

  • Based in Aspen, CO

  • Member of W&A’s Investment Committee

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