William  Liles,  CFP<sup>&reg;</sup> - Financial Advisor

William Liles, CFP®

CFA, CIMA

Vice President

Baird

2525 West End Ave, Suite 1000
Nashville, TN 37203
FINANCIAL ADVISOR'S WEBSITE
(615) 341-7016 CONNECT WITH William
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General

William Liles is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Baird in Nashville, TN and the surrounding communities.

Financial Advisor Overview

As a CERTIFIED FINANCIAL PLANNER professional with The Liles Group in Nashville, TN, I’m responsible for investment due diligence and research. I also serve our team’s clients through my expertise in portfolio construction, as well as my in-depth knowledge of comprehensive financial planning and estate planning techniques. In addition, my experience includes helping institutional clients with investment policy decisions and designing and implementing corporate retirement plans including qualified plans and non-qualified deferred compensation plans. In order to continue utilizing our team's resources most effectively, we are only able to develop new relationships with clients with investable assets of $2 million or more OR who's income is greater than $300,000.

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Financial Advisor Experience

I began my career in financial services in 2006 working in consumer banking management with Regions Bank in Nashville, TN. I was also a Summer Associate with Credit Suisse Securities’ Private Banking Group in Atlanta, GA in 2009. I joined The Liles Group at Morgan Stanley as a Financial Advisor in May of 2010, and we transitioned our practice to Baird in 2013. I graduated with a BBA in Marketing from the Terry College of Business at The University of Georgia in 2005. I also received an MBA with a specialization in Investment Management from the Owen Graduate School of Management at Vanderbilt University in 2010. I hold a Certificate in Financial Planning from Belmont University, and I also completed the Certified Investment Management AnalystSM program at The Wharton School at The University of Pennsylvania. I am a former Adjunct Professor of Finance & Accounting at Lipscomb University

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance: TN, GA, OK, AL, KY, NC, PA, SC TX
  • Health/disability insurance: TN, GA, OK, AL, KY, NC, PA, SC TX
  • Fixed annuities: TN, GA, OK, AL, KY, NC, PA, SC TX
  • Variable annuities: TN, GA, OK, AL, KY, NC, PA, SC TX

Broker-Dealer Affiliation

Robert W. Baird & Co. Incorporated

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Personal Taxes

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