TALK TO A STRATEGIST

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

 
TeresaBailey
TimEllis
KathyWilliams
SeanGould

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

  • Based in Nashville, TN

  • Member of W&A’s Investment Committee

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

Tim Ellis,
CPA/PFS, CFP
®

Senior Investment Strategist,
Wealth Strategist

  • Based in Memphis, TN

  • Member of W&A’s Investment Committee

  • Areas of Focus: Retirement, Income Tax, Estate & Gift Planning, Risk Management, Education

Kathy S. Williams, CFP®, CDFA®
Principal,
Senior Wealth Strategist

  • Based in Memphis, TN

  • Areas of Focus: Lifestyle Transitions; Death, Divorce, Aging (Social Security & Medicare), Retirement Planning, Inheritance, Veterans Benefits

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
Schedule time with Teresa
Schedule time with Tim
Schedule time with Kathy
Schedule time with Sean
CarolLeeRoyer
PerryGreen
PhyllisScruggs
WA_Logo_v2_MARK_COLORBLOCK

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

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
Schedule time with Carol Lee
Schedule time with Perry
Contact Phyllis
Schedule time with Sean

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