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  4. Waddell & Associates

Waddell & Associates

(on executive center drive)
Financial and Investment Services in Brentwood, TN
Financial and Investment Services
Financial Services

Contact Us

Make a call
615-370-0750

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

7100 Executive Center Drive
Brentwood, TN
37027

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 Waddell & Associates Photo

Services

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

Information

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

FAQs

  • What is the phone number for Waddell & Associates in Brentwood TN?
    You can reach them at: 615-370-0750. It’s best to call Waddell & Associates during business hours.
  • What is the address for Waddell & Associates on executive center drive in Brentwood?
    Waddell & Associates is located at this address: 7100 Executive Center Drive Brentwood, TN 37027.
  • What are Waddell & Associates(Brentwood, TN) store hours?
    Waddell & Associates store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.

Nearby

PYA
215 Centerview Drive, Brentwood 0.1 miles
CRG Waddill CPAs
216 Centerview Drive, Brentwood 0.1 miles
The Waters Firm
7000 Executive Center Dr Ste 100, Brentwood 0.1 miles
Johnston & Associates Insurance
7003 Chadwick Dr, Brentwood 0.1 miles
First Horizon Bank
202 Franklin Rd, Brentwood 0.2 miles
First Horizon Bank
211 Franklin Rd., Brentwood 0.3 miles