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 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.

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.

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 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.

As Administrative Director and the newest member to the Pickler Wealth Advisors team, Stephanie joins the firm after spending an impressive 25 years in the financial industry. Stephanie has quickly become a member of the PWA family. She is the primary contact for new clients during their transition to Pickler Wealth Advisors.