Teresa J.W. Bailey work email
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Teresa J.W. Bailey personal email
Problem solver. Networker. Empathizer. Fascinated by human behavior and family dynamics. Mother. Ella Fitzgerald fan.Teresa Bailey is a Wealth Strategist who actively orchestrates the financial affairs of executives, entrepreneurs, and other driven individuals. At W&A, she is known for enriching her clients’ financial worlds and building the W&A name by coordinating brand development, planning client events, and developing educational content.Teresa is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Certified Divorce Financial Analyst® practitioner who was named one of Memphis Business Journal’s Top 40 Under 40 in 2016. In 2018, she began splitting her time between W&A’s Memphis and Nashville offices.Striving to stay involved with her community, Teresa regularly speaks about the importance of financial planning and connects industry professionals with one another. She formerly chaired the Greater Memphis Chapter of the Financial Planning Association (FPA) as well as the programs committee for the Nashville chapter of The Private Directors Association, helping private companies within the community create and upgrade their boards while developing and promoting talented candidates.Teresa graduated from the University of Memphis with a Bachelor of Business Administration with an emphasis in corporate finance and passionately advocates for women entering the field of financial planning.
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Co-FounderCairrusNashville, Tn, Us
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President, NashvilleWaddell & Associates 2023 - PresentMemphis, Tn, Us -
Senior Wealth Strategist, Director Of DevelopmentWaddell & Associates Sep 2021 - PresentMemphis, Tn, Us -
Wealth Strategist, Director Of DevelopmentWaddell & Associates Jan 2019 - Sep 2021Memphis, Tn, Us -
Wealth Strategist, Development StrategistWaddell & Associates Jul 2017 - Jan 2019Memphis, Tn, Us -
Co-FounderWealth Of A Woman 2023 - Present -
Ceo, Senior PlannerPickler & Bailey Financial Planning Jan 2014 - Jul 2017
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Executive Vice-President / Senior Planning PartnerPickler Wealth Advisors Sep 2011 - Jul 2017
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Chief Operating OfficerPickler Wealth Advisors Oct 2008 - Sep 2011
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Director Of OperationsPickler Wealth Advisors Oct 2006 - Sep 2008
Teresa J.W. Bailey Education Details
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University Of PennsylvaniaMaster Of Applied Positive Psychology - Candidate -
The University Of MemphisBusiness Finance
Frequently Asked Questions about Teresa J.W. Bailey
What company does Teresa J.W. Bailey work for?
Teresa J.W. Bailey works for Cairrus
What is Teresa J.W. Bailey's role at the current company?
Teresa J.W. Bailey's current role is Co-Founder.
What is Teresa J.W. Bailey's email address?
Teresa J.W. Bailey's email address is tb****@****tes.com
What schools did Teresa J.W. Bailey attend?
Teresa J.W. Bailey attended University Of Pennsylvania, The University Of Memphis.
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