𝐏𝐢𝐜𝐤𝐥𝐞𝐫 𝐖𝐞𝐚𝐥𝐭𝐡 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬 | 𝘖𝘶𝘳 𝘍𝘢𝘮𝘪𝘭𝘺 𝘋𝘦𝘭𝘪𝘷𝘦𝘳𝘪𝘯𝘨 𝘚𝘰𝘭𝘶𝘵𝘪𝘰𝘯𝘴 𝘧𝘰𝘳 𝘠𝘰𝘶𝘳 𝘍𝘢𝘮𝘪𝘭𝘺 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
Pickler Wealth Advisors
Financial Services
Collierville, TN 261 followers
From Wall Street to Main Street
About us
FROM WALL STREET TO MAIN STREET Pickler Wealth Advisors 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 the best advice and counsel. We understand the complexities associated with managing finances and are here to guide you every step of the way. Because of our unique partnership with The Pickler Law Firm and Pickler Accounting Advisors, we deliver solutions and bring actionable steps to make your plan work. Small Town Values make us who we are. We believe in community and invest in you as a valued member of our family — not just as another client. As your trusted advisor, we partner with you to navigate through life’s challenges and obstacles to pursue your goals. We prepare you for the future. Our job is to understand what’s important to you, develop a roadmap to get you there, and turn your vision into a reality. We are committed to excellence in client service and only consider ourselves successful when we are viewed as significant in your life. ..... Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. Pickler Wealth Advisors, 1135 Halle Park Circle, Collierville, TN 38017, (901) 316-0160
- Website
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http://picklerwealthadvisors.com
External link for Pickler Wealth Advisors
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Collierville, TN
- Type
- Privately Held
- Founded
- 2005
Locations
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Primary
1135 Halle Park Circle
Collierville, TN 38017, US
Employees at Pickler Wealth Advisors
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David Pickler, Esq., CFP®, ChFC®, CDFA®
President & CEO at Pickler Wealth Advisors
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Katie Pickler, MS, MPAS®, CSRIC®
Vice President at Pickler Wealth Advisors
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Cameron Spann
Branding and Communications Specialist | Award-Winning Filmmaker, Podcaster, and PR Professional
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Shelby Butterfield
Client Service Administrator at Pickler Companies
Updates
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New Year, New Goals! As we get ready to ring in 2025, our team is sharing their New Year's Resolutions to inspire and kick off the year with purpose and positivity. From personal growth to professional aspirations, here’s a glimpse of what we’re striving for in the year ahead! 🎉✨ What’s your New Year's Resolutions? Share it with us in the comments below! 👇
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𝐄𝐧𝐠𝐚𝐠𝐞𝐝 𝐏𝐡𝐢𝐥𝐚𝐧𝐭𝐡𝐫𝐨𝐩𝐲 | PTA To this day, David continues his support of the PTA through his granddaughter’s school, Donelson Elementary in Arlington, Tennessee. He is an active supporter of the school’s playground project. Explore Our Impact: https://bit.ly/3ZhUXjq #EngagedPhilanthropyPWA
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Hallmark Christmas movies are more than just holiday cheer—they're packed with valuable business lessons! From creating traditions to recognizing the importance of your employees, check out the insights these films offer that every entrepreneur can apply! #Hallmarkbusinesslessons
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On December’s edition of Bullets, David Pickler, takes a thoughtful look at the year’s closing chapter. He dives into the election aftermath and previews the upcoming Federal Reserve meeting, offering insights as we approach 2025. To celebrate the season, David highlights the White House’s Official Ornaments and reflects on the true spirit of Christmas. We wish you a Merry Christmas and Happy Holidays!
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𝐄𝐧𝐠𝐚𝐠𝐞𝐝 𝐏𝐡𝐢𝐥𝐚𝐧𝐭𝐡𝐫𝐨𝐩𝐲 | PTA The pinnacle of David's PTA volunteerism was displayed while he was serving as Chair of the Shelby County Board of Education. Seeing first-hand the impact and importance of a strong, local PTA, he took note of how a robust association would greatly benefit every child in the county. During his tenure on the board, he advocated for and passed a policy in which every school would have an active and engaged PTA. This policy was met with resounding success, seeing 100% PTA membership meaning a PTA member designated for every child in district. This was unheard of at the time, and Shelby County was the first large district in the country to achieve this accomplishment. Explore Our Impact: https://bit.ly/3ZhUXjq #EngagedPhilanthropyPWA
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📍𝓞𝓱, 𝓣𝓱𝓮 𝓟𝓵𝓪𝓬𝓮𝓼 𝓨𝓸𝓾'𝓵𝓵 𝓖𝓸! The Hulings recently explored the stunning sights of Nice, France! 🇫🇷 𝐒𝐮𝐛𝐦𝐢𝐭 𝐘𝐨𝐮𝐫 𝐏𝐡𝐨𝐭𝐨𝐬 𝐟𝐨𝐫 𝐚 𝐂𝐡𝐚𝐧𝐜𝐞 𝐭𝐨 𝐖𝐢𝐧! Join our #OhThePlacesYoullGo initiative! Each client who takes a picture with our PWA flag (from anywhere in the world) will be entered to win $1,000 💰 for their charity of choice at the end of the year! 🙌 Click here for more information: https://bit.ly/2YuL53F Get out there and start snapping, friends! 📷 #PWAGivesBack
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𝐄𝐧𝐠𝐚𝐠𝐞𝐝 𝐏𝐡𝐢𝐥𝐚𝐧𝐭𝐡𝐫𝐨𝐩𝐲 | PTA Because of her selfless dedication to the PTA, in 1996, Beth was given the Bill Colvard Friend of Education award. This award recognized her as Shelby County PTA Volunteer of the Year, and culminated with the Beth Pickler Day at Farmington Elementary. Explore Our Impact: https://bit.ly/3ZhUXjq #EngagedPhilanthropyPWA
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Our team at BullCast the Podcast sat down with Dr. Lloyd Finks, Senior Physician and Director of Operations at ZüpMed, for an insightful conversation about HPOAs. Don’t miss it—listen here: https://bit.ly/3ifCafD