Teresa JW Bailey,  CFP<sup>&reg;</sup> - Financial Advisor

Teresa JW Bailey, CFP®

Wealth Strategist

Waddell and Associates, LLC

7100 Executive Center Dr, #100
Nashville, TN 37027
FINANCIAL ADVISOR'S WEBSITE
(901) 767-9187 CONNECT WITH Teresa
  • twitter link
  • linkedin link

General

Teresa Bailey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waddell and Associates, LLC in Nashville, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Insurance, Life Planning, Retirement, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

More

Helpful Financial Planning Resources