Waddell & Associates
Wealth strategy transcends financial planning—it includes charting a course towards the lifestyle you desire.
Waddell & Associates
5188 Wheelis Dr
Memphis, TN 38117
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Founded in 1986, Waddell & Associates is one of the premiere RIAs in Tennessee with offices in Memphis and Nashville, serving over 875 households and institutions. As a fee-only investment advisory and wealth management firm, Waddell offers holistic investment management services based on a global view of the economic landscape and complements its wealth management offering through goals-based financial planning.
For more information, visit: www.wealthstrategists.com
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A message from
David Waddell
President & CEO
At Waddell, we greatly value our clients and employees. We have a tremendously talented staff and are excited about the growth opportunities inherent in a partnership with a firm like Focus whose other partner firms place the same emphasis on client relationships and fiduciary financial advice as we do. We are excited to join this partnership of high-performing and entrepreneurial firms. With access to Focus’ capital and best practices, we are confident that we will be able to offer a significantly better experience for our clients and more opportunities for our employees as we look to grow and expand in the Memphis and Nashville regions.
Learn More About Waddell & Associates