Pickler Wealth Advisors

?????????????? ???????????? ???????????????? | ?????? ???????????? ???????????????????? ?????????????????? ?????? ???????? ???????????? PWA is an award-winning independent firm dedicated to empowering your dreams. We bring the resources of Wall Street to Main Street, creating a plan for you that is personal, relevant, and achievable. We pride ourselves on advisory excellence, assembling the appropriate tools to provide you with what we believe is the best advice and counsel. Meet Our Team: https://bit.ly/3HYUxV2

This month’s ???????????????? ???? ???????????????? spotlight takes a whimsical turn with a bovine twist on a timeless masterpiece—Johannes Vermeer’s ?????? ???????? ?? ?????????? ??????????????! #ArtistryInAdvising Designed by Chief Branding Officer, Cameron Spann

?????????????? ???????????????????????? | Tennessee Business Roundtable In September 2024, David hosted TBR's Q3 Convening, Walking in Memphis—a two-day event that immersed business leaders from across the state in the city's rich history and culture. The convening kicked off with a private tour of the National Civil Rights Museum, followed by remarks from key leaders, including Memphis Mayor Paul Young, Jim Strickland (Dean of the Cecil C. Humphreys School of Law), Paul Wesolowski (Vice Chancellor for Strategic Partnerships at UTHSC), and David Mansouri (President & CEO of SCORE). Explore Our Impact: https://bit.ly/41Ab390 #EngagedPhilanthropyPWA

Meet Jordan Hays, the friendly face at the front desk of Pickler Wealth Advisors! Whether she’s welcoming clients, keeping things organized, or brightening someone’s day, she’s an essential part of our team. We asked Jordan a few fun questions—here’s what she had to say! ? What’s one thing you can’t start your workday without? "Peace and quiet to gather my thoughts, and of course, my one cup of coffee in the morning—it’s my moment of serenity to start the day right." ?? Do you have any pets? "Yes! Our family includes Addie, a wise 10-year-old Cane Corso; a wild Catahoula rescue pup who keeps us on our toes; Hunter, our fearless rescue cat who survived a dog attack and now lives up to his name; and Bubbles, the Betta fish, who has been thriving against all odds for over a year!" ?? How do you handle a busy day with a smile? "A busy day can go either way. If I’ve got everything in order, I thrive in the hustle and bustle. But if not… let’s just say I’ll be ‘faking it till I make it’—with a smile, of course! ?? What’s a hobby you’re passionate about? "Gardening! Not just for the joy of it, but also for the chance to teach my kids about it. There’s something truly rewarding about nurturing plants and harvesting the fruits (and vegetables!) of our labor, helping our family live a healthier lifestyle." ?? What’s a song that always puts you in a good mood? "‘Walking After Midnight" by Patsy Cline has been a favorite of mine since I was little—it never gets old. "Straight and Narrow" by Sam Barber is another one I love, and of course, I’m not immune to the allure of a good Morgan Wallen song."

As Katie prepares for maternity leave, she shares a thoughtful update about her transition plan and the continued dedication of Pickler Wealth Advisors to serving clients with excellence. Read her full message here: https://bit.ly/3Dd1jIJ

?????????????? ???????????????????????? | Tennessee Business Roundtable In June 2023, David took on the role of host for the Tennessee Business Roundtable, overseeing a two-day event held at the state-of-the-art Pickler Event Centre. The occasion was graced by distinguished guest speakers, including the President & CEO of the Greater Memphis Chamber, Ted Townsend, as well as Representative Kevin Vaughan and Collierville Police Department Chief Dale Lane The event provided an invaluable platform for meaningful discussions and networking opportunities, solidifying its position as a significant gathering for business leaders and community stakeholders alike. Explore Our Impact: https://bit.ly/41Ab390 #EngagedPhilanthropyPWA

?? New Time for Today's BullTalk! ?? Join David Pickler, TODAY at 11:30 AM CT for a timely market discussion! With recent volatility, now is the perfect opportunity for new participants to jump in. Email Nicole at [email protected] to register! #BullTalk

We're excited to announce that Cameron Spann, Chief Branding Officer, has been named a 2025 Memphis Business Journal 40 Under 40 honoree! This well-deserved recognition reflects his leadership, innovation, and dedication to branding and communications. His impact has strengthened our firm and we are so proud to have him on our team! Read more here: https://bit.ly/41RRGIK #mbj40under40

Join us for this month’s episode of Bullets as David Pickler, recaps February’s earnings season, breaks down ongoing trade war concerns, and explores the balance between uncertainty and clarity. Plus, a look ahead at March’s market sentiment and key buying opportunities.

On this month's episode of BullTV, David sits down with Sean Lee, President of Porter-Leath, as the organization marks 175 years of serving children and families in the Mid-South. From expanding programs to building strong community partnerships, his leadership has helped shape Porter-Leath’s lasting impact. Join us as we explore its rich history, celebrate this incredible milestone, and discuss how you can be part of its mission for the future! Click here to watch: https://www.bulltv.show/