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Why You're Not Rich Yet with David Waddell and Teresa Bailey
Join David Waddell and Teresa Bailey in this one-hour session as they discuss the cognitive and behavioral biases that often keep entrepreneurs from optimizing their net worth. Learn how to recognize these entrepreneurial attributes and what to do once you identify a need for change.

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As the firm’s Chief Investment Officer, David Waddell chairs the W&A investment committee and combines macro-economic forecasting, macro market analysis and macro risk assessments to design portfolio strategies utilizing public market securities worldwide.

A civic leader in Memphis, David currently acts as Chairman of Epicenter Memphis, and Co-Chair of the Memphis Chamber Chairman’s Circle while also serving as a board member for LaunchTN and the New Memphis Institute. David previously served as chairman for The Leadership Academy, the RISE Foundation, and the Economic Club of Memphis. He also chaired the capital campaign to build the “Live” stage at the Memphis Botanic Garden. David was a member of the 2004 Leadership Memphis class and has been recognized as one of Memphis’ “Top 40 under 40” by the Memphis Business Journal, and as a finalist for “Executive of the Year” in 2007.

Teresa Bailey is a Wealth Strategist. She orchestrates the financial affairs of executives, entrepreneurs and other driven individuals. In addition to growing her clients’ financial worlds, Teresa builds the W&A brand through coordinating brand development, client events, and educational content development.

Teresa is certified as a financial planner (CFP®) and divorce financial analyst (CDFA®) and has earned the Series 7, Series 66, and Series 24 securities registrations.

She was named one of Memphis Business Journal’s Top 40 Under 40 in 2016 and in 2018 began splitting her time between W&A’s Memphis and Nashville offices.

Jan 25, 2021 01:00 PM in Central Time (US and Canada)

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