About Us

Staff Bios

David A. Pickler - President and CEO

David began his career in the investment business 25 years ago.  He graduated Magna Cum Laude from Arkansas State University with a Bachelor of Science in Business Management degree in 1980 and from Cecil C.

Teresa J.W. Bailey - Chief Operating Officer and Senior Planning Partner

Teresa brings leadership, energy, and organizational focus to our Pickler Wealth Advisors family in her role as Chief Operating Officer. In this capacity, Teresa facilitates firm resources to ensure client needs are fulfilled and appropriate infrastructure is incorporated to deliver maximum efficiency.

Hiley Moulton - Administrative Director

As an Administrative Director for the Pickler Wealth Advisors team, Hiley is responsible for a wide variety of duties.

Anne Edmiston - Portfolio Analysis Director

As Portfolio Analysis Director at Pickler Wealth Advisors, Anne is responsible for the maintenance of all current client relationships, including portfolio and account reviews, client contact management and client satisfaction.

Elizabeth Gaia - Director of Communications

As Director of Communications for Pickler Wealth Advisors, Elizabeth is responsible for ensuring each client and guest is warmly welcomed to our “home.” She embraces her role in scheduling client meetings, assisting in client communications and support, and coordinates all client events.

Wendy Harris - Administrative Director

Wendy Harris has been a living embodiment of client-centered dedication and commitment to service excellence for over 23 years. As Administrative Director for Pickler Wealth Advisors, Wendy focuses on building strong relationships and ensuring each client experience exceeds expectations.

Disclosure: Securities offered though LPL Financial Member FINRA/SIPC Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org.

 

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, CA, CO, CT, FL, GA, HI, IL, LA, MD, MI, MO, MS, NC, NV, OH, PA, RI, SC, TN, TX, UT, VA, WA.

 

To find an LPL Financial Advisor in a state other than those listed, please visit www.lpl.com.


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