Business Owners
Preparing to sell a significant asset is a complex process that presents numerous opportunities for strategic planning.
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Leighton Liles
Vice President
CFP®, CPA, Certified Private Wealth Advisor (CPWA®)
Baird1600 West End Ave, Suite 1100, Nashville, TN 37203-1752
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Executives
Executives have complex needs that require sophisticated planning strategies beyond traditional wealth management
Women & Female Leaders
We advise suddenly wealthy women with issues related to death, divorce, inheritance, and liquidity events
Major Milestones I Specialize In
Death in the Family
Sudden Wealth or Inheritance
Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
For 45 years, our multi-generational team has partnered with clients in Nashville and across the country to address their wealth management and investment advisory goals. We have maintained many of these relationships over decades, across generations, and through market cycles. Clients we counsel include: High-net-worth and ultra-high-net-worth individuals & families: Business owners and entrepreneurs Corporate executives and directors Family offices and businesses Entertainers and athletes Surviving spouses and children The Liles Group is a part of Baird’s Family Wealth Advisory, a select group of 30 multi-generational advisory teams tasked with serving the Firm’s most complex clients.
Disclosures
Robert W. Baird & Co. Incorporated
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.