Teresa J. W. Bailey
Stratège de marché chez Waddell & Associates LLC
Profil
Ms. Teresa J.
Bailey is a Director of Development & Wealth Strategist at Waddell & Associates LLC.
Ms. Bailey began her career with an independent wealth advisor practice in Collierville, a suburb of Memphis.
During her time with the firm, She enjoyed working on addressing the needs of the growing practice as well as working within the firm addressing the financial needs of each client family.
Most of all, she discovered her passion for delivering financial clarity.
She graduated from the University of Memphis with a Bachelors of Business Administration with an emphasis in corporate finance.
She is a Certified Financial Planner practitioner and holds the Certified Divorce Financial Analyst designation.
Postes actifs de Teresa J. W. Bailey
| Sociétés | Poste | Début |
|---|---|---|
Waddell & Associates LLC
 Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | Stratège de marché | 01/07/2017 |
Formation de Teresa J. W. Bailey
| University of Memphis | Undergraduate Degree |
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | Finance |
