Waddell & Associates


At Waddell & Associates, we are wealth strategists who strive to provide strategic value beyond that of a standard financial planner or investment manager. Financial plans change. Investment returns, tax policies, estate laws, family dynamics, and health conditions vary. With so many moving parts, having an experienced wealth strategist is essential for optimizing your financial life. It’s time to rethink the way you use your financial advisor.

Teresa JW Bailey


"I have found my forum to be a fantastic sounding board when significant life and business issues arise, and I value access afforded through the Nashville chapter of EO to the entrepreneurial business community. " - Mark Deutschmann, Village Real Estate

Featured Alliance