Graduate
David Waddell, CFP, is founder of Waddell & Associates, a financial investment advisory firm in Memphis and Nashville, Tenn. In May, CNBC listed Waddell & Associates in the “Top 100 Fee-Only Wealth Management Firms” in the U.S. He emails, “The acknowledgment humbled us as our firm was measured on quality metrics rather than growth or scale metrics. CNBC may have ranked W&A 39 out of 100, but CNBC began with a universe of 10,000 national advisers.”