David A. Pickler, Esq., CFP®, ChFC®, CDFA®


dpickler@picklerwealth.com

 

David began his career in the investment business 30 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. Humphreys School of Law, University of Memphis, with Juris Doctor Degree in 1985. He was admitted to the Tennessee Bar in 1986 and maintains an active practice emphasizing Tax and Estate Planning. In 2000, David joined a select group of attorneys admitted to practice before the United States Supreme Court. He is a CERTIFIED FINANCIAL PLANNER™ , a Chartered Financial Consultant (ChFC®), holds the Certified Divorce Financial Analyst (CDFA®) designation and is considered one of the leading estate planning advisors in the nation.

 

David and his wife, Beth, have two children: Chris and Katie. Chris is a graduate of Washington University in St. Louis, and is the Camera Security Director for the Federal Reserve Bank of St. Louis. Katie graduated from MTSU and is the Development Coordinator for the West Tennessee Chapter of JDRF (Juvenile Diabetes Research Foundation).

 

David Pickler has built his personal and professional life on the principles of community service, civic leadership, and philanthropic investment. Beth and David began their community involvement with PTA in their children’s schools. David was elected to Shelby County School Board of Education in 1998 and served as chairman for twelve years. He was the top 2009 Tennessee School Boards Association President and remains a member of the TSBA Executive Board. David was elected as Southern Region Director for the National School Boards Association in July 2008. In April 2013, David became the President of the National School Boards Association. He was the second Tennesseean to serve as NSBA President and the first in over 60 years. He has twice been honored as Tennessee School Board Member of the Year. In July 2012, David was honored by the Academy of Education Arts and Sciences as a recipient of the Educators Voice Award, and in September of 2013 he received the prestigious Bammy Award as School Board member of the Year.

 

Among many recognitions and awards, David Pickler has twice been named among the top 1,000 financial advisors in the U.S. in the February 2011 and 2012 editions of Barron's Magazine*. Both years, he was named one of the top financial advisors in West Tennessee, which ranked him as one of the top 15 advisors in the entire state of Tennessee. He was named a Five Star Wealth Manager** in 2012 and 2013, and in 2015, David was selected to the Financial Times 400 Top Advisors List***. He was one of only seven advisors selected from the entire state of Tennessee.

 

Learn more about David's community involvement here.

 

2011-2012 Barron’s Top 1000: To compile this annual list, Barron's uses data provided by advisors and takes a number of criteria into account for this state-by-state ranking, including assets under management; revenues generated by advisors for their firms; quality of practices, which includes examination of regulatory records; and philanthropic work. According to Barron’s, generally 3000 qualified advisors are considered each year, with 30% of those advisors recognized as a Barron's top financial advisor. Some states may include more advisors than others, in proportion to state populations. 15 Tennessee advisors made the list both years. The state specific ranking is the same list organized and filtered by advisors located in that state. Investment performance is not a criterion. This award is not indicative of the wealth manager's future performance. Your experience may vary.

Five Star Wealth Manager: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 690 Memphis wealth managers were considered for the award; 143 (21 percent of candidates) were named 2015 Five Star Wealth Managers (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

FT 400: To compile the 2016 list, the Financial Times evaluated nominees on six primary areas and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM), asset growth, compliance record, experience, credentials, and accessibility. Approximately 985 qualified applications were received; 400 advisors were selected, representing 40.6 percent of applicants. Not indicative of advisor's future performance. Your experience may vary. For the full methodology, please visit ft.com

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Pickler Wealth Advisors   |   901.316.0160   |   1135 Halle Park Circle   |   Collierville, TN   |   38017

Forbes' Best-in-State Advisor
Five Star Wealth Manager
Winner of 2019 Catalyst Award
Featured in Kiplinger's Finance
Barron's Top Advisor

This communication strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, LA, MD, MI, MO, MS, NC, NE, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

 

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,

including possible loss of the principal invested.

 

Securities and advisory services offered through Commonwealth Financial Network®.

Member FINRA ,SIPC, a Registered Investment Advisor.

The Pickler Law Firm, LLC, Pickler Accounting Advisors, PLLC, and Commonwealth Financial Network are separate and unrelated entities.

© Pickler Wealth Advisors. All rights reserved. 2020.

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