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APEF President David Pickler (top left), TSBA President Debbie Shedden (bottom right), TSB
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Paying it forward with passion and purpose.

THE PICKLER PROCESS
Guidance for life

Pickler Wealth Advisors provides goals-based wealth management, personalized advice, and intellectual capital to help solve your problems.

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OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY
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Engaged Philanthropy | Pickler Wealth Advisors
Paying it forward with passion and purpose.

Our success through client-service excellence has provided us with the unique opportunity to engage in profound ways with a variety of organizations over the years. Because we make a difference for our clients and their families, we are then able to make a difference in our community, state, and country. It is a harmonious relationship that makes a powerful impact in the world.

OUR SERVICES
A road map to your success

Our client-focused process is tailored to help individuals set financial goals, develop a financial road map, and implement the appropriate financial tools and strategies.

Life Planning from Pickler Wealth Advisors
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A NATIONAL FIRM
With Local Values

1,025

CLIENTS
SERVED

34

STATES
SERVED

493M

ASSETS UNDER
ADVISEMENT

18

YEARS IN
BUSINESS
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The Bull Network
THE BULL NETWORK
A Commitment to Client Communication

We believe connection, communication, and clarity are vital to our success, and with the Bull Network, we are removing barriers and increasing lines of communication with our clients.

BullCast the Podcast

Delivering real talk while making financial topics more accessible, co-hosts Katie Pickler and Cort Winsett break down personal finance into engaging, bite-sized topics. Join them on their journey to “remove the veil” as they bring a basic level of awareness in a relatable, honest, and pop-culture-fueled format.

BullTalk the Market Call

BullTalk, David Pickler's weekly market call, gives you an engaging look into the most recent economic trends as well as early market conditions. Listen in as David breaks down what's happening in our world today, including the pandemic and how it is impacting the economy and our world.

BullTV the Show

BullTV, hosted by David Pickler, empowers, educates, and entertains while highlighting the citizens of Collierville who inspire and deliver solutions for a stronger community. Each month, we sit down with engaging guests and have an open, transparent dialogue about their unique role, initiatives, and legacy. 

PILLARS OF PURPOSE
Striving for excellence in all that we do

Pickler Wealth Advisors is built upon nine pillars that support our firm. These pillars establish the foundation that supports our commitment to accountability, empowering our clients to lead a life of success and significance.

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OUR TEAM
 

Our core group of dedicated professionals shares the common goal of providing you with the expertise, sound judgment, and personalized service you need to confidently pursue your financial goals.

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QUOTES TO LIVE BY

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