Collierville Financial Advisory Firm Earns National Recognition for Leadership in Corporate Philanthropy
Pickler Wealth Advisors has been announced as one of ten financial advisory firms selected for the Invest in Others Charitable Foundation’s 2024 Charitable Champions List, marking our third consecutive year of receiving this honor.
The Invest in Others Charitable Champions List recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees. Applications were reviewed and evaluated based on criteria that included leadership and culture, events and activities, incentives, contributions, and impact.
"Being named to the 2024 Invest in Others Charitable Champions List is a profound honor for our firm,” said David Pickler. “At Pickler Wealth Advisors, we believe that our commitment to engaged philanthropy is not just about giving back—it's about fostering a culture of service that empowers our team to make a meaningful difference in the communities we serve.”
David built his personal and professional life on the principles of community service, civic leadership, and philanthropic investment, and that same passion has transferred to his team members. Pickler Wealth Advisors has been heavily involved with organizations such as the American Pillars Education Foundation, Collierville Schools, Germantown Schools, Memphis Oral School for the Deaf, & Porter-Leath Memphis, to name a few.
David began his career in the investment business over 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. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant (ChFC®), holds the Certified Divorce Financial Analyst (CDFA®) designation, is a Certified Plan Fiduciary Advisor (CPFA). Due to his combination of specialties, he has built a large and successful estate planning business.
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 Advisor.
2024 Invest in Others Charitable Champions List, created by Invest in Others Charitable Foundation. This award is based on leadership in corporate philanthropy and is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more award information. https://www.investinothers.org/winners-finalists/
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