1. US
  2. Memphis
  3. Waddell & Associates
  4. Waddell & Associates

Waddell & Associates

(on wheelis drive)
Financial and Investment Services in Memphis, TN
Financial and Investment Services
Financial Services

Contact Us

Make a call
901-767-9187

Website

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

5188 Wheelis Drive
Memphis, TN
38117

About

Founded in 1986, Waddell and Associates is a fee-only, SEC-registered, wealth management firm dedicated to enriching life by providing clarity. Our goal is to provide industry-leading financial planning, investment management, and communications services. W&A clients are entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions who have entrusted the firm to manage their investments and planning needs.

Photos

Waddell & Associates Photo

Services

  • Asset Management
  • Financial Planning
  • Lifestyle Consulting
  • Business Consulting
  • Divorce Strategy
  • Estate & Wealth Transfer
  • Insurance Analysis
  • Concentrated Stock Position
  • Tax Strategy Planning

Information

Company name
Waddell & Associates
Category
Financial and Investment Services
Est
1986

FAQs

  • What is the phone number for Waddell & Associates in Memphis TN?
    You can reach them at: 901-767-9187. It’s best to call Waddell & Associates during business hours.
  • What is the address for Waddell & Associates on wheelis drive in Memphis?
    Waddell & Associates is located at this address: 5188 Wheelis Drive Memphis, TN 38117.
  • What are Waddell & Associates(Memphis, TN) store hours?
    Waddell & Associates store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.

Nearby

Jim Cowgill - Thrivent
5100 Poplar Ave., Memphis 0.2 miles
Madison Derden - Thrivent
5100 Poplar Ave., Memphis 0.2 miles
Alexander Seaton - Thrivent
5100 Poplar Ave, Memphis 0.2 miles
Rodrigo Sosa - Thrivent
5100 Poplar Ave., Memphis 0.2 miles
Brad Bosi - Thrivent
5100 Poplar Ave, Memphis 0.2 miles
Sherrelle Arnold - Thrivent
5100 Poplar Ave, Memphis 0.2 miles