David Pickler Named Advisor of the Year (Southeast) by InvestmentNews
- Nicole Ellis

- 11 minutes ago
- 2 min read

David Pickler, President & CEO of Pickler Wealth Advisors, has been named "Advisor of the Year (Regional – Southeast)" at the annual InvestmentNews Awards.
Held on June 24th at the historic Edison Ballroom in New York City, the InvestmentNews Awards recognize the financial professionals and firms setting the standard for excellence in wealth management through innovation, integrity, and impact.
The "Advisor of the Year (Regional – Southeast)" award honors the region's most outstanding financial advisor from an advisory firm or team, regardless of business size or model. It is one of the industry's highest individual honors, recognizing exceptional leadership, client service, and professional excellence.
"The energy of New York is always incredible, my favorite city of the world," said Pickler. "But to come here at this time with the world coming to New York as part of the World Cup, and then you have these phenomenal advisors and stakeholders in financial services coming to New York to be a part of what we can do to truly be significant in the lives of our communities, it's humbling."
Pickler was joined at the awards ceremony by Chief Branding Officer Cameron Spann and
Chief Investment Officer Cort Winsett, who traveled to New York to celebrate the recognition and represent Pickler Wealth Advisors.
David Pickler has spent more than four decades helping individuals and families pursue their financial goals through comprehensive wealth management. A CERTIFIED FINANCIAL PLANNER® professional, CERTIFIED PRIVATE WEALTH ADVISOR®, Chartered Financial Consultant (ChFC®), Certified Divorce Financial Analyst®, and attorney, Pickler is recognized for his expertise in investment management, tax strategies, and estate planning. His unique combination of financial and legal experience has made him a trusted advisor to generations of clients throughout the Mid-South.
Pickler graduated magna cum laude from Arkansas State University with a Bachelor of Science in Business Management before earning his Juris Doctor from the Cecil C. Humphreys School of Law at the University of Memphis. He was admitted to the Tennessee Bar in 1986 and continues to maintain an active practice emphasizing tax and estate planning.
From the red carpet at the Edison Ballroom to celebrating with financial professionals from across the country, here are a few moments from the 2026 InvestmentNews Awards.
For more information about the 2026 InvestmentNews Awards, visit https://bit.ly/43X3lXe
About Pickler Wealth Advisors: Pickler Wealth Advisors (PWA) has been providing individuals and organizations with financial guidance since 2005. Located at 1135 Halle Park Circle, Collierville, TN 38017, the advisors of PWA pride themselves on crafting unique strategies for each client. For more information, please visit www.picklerwealthadvisors.com. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser. www.picklerwealthadvisors.com






















