Nicole Ellis
Jun 262 min
Pickler Wealth Advisors, a provider of financial services in Collierville, TN, announces that David Pickler has been named to AdvisorHub’s “100 Solo Advisors to Watch” list, ranking # 9. The list is published on advisorhub.com.
According to AdvisorHub, this list is made up of advisors with sophisticated practices, great growth, and a commitment to professionalism. These 100 advisors are the sole advisor for their client. They provide high quality advice and highly personalized attention with the help of their staff and firm.
"Being named on the 2024 AdvisorHub List of 100 Solo Advisors to Watch is a tremendous honor,” said David Pickler. “This recognition is a testament to the dedication and hard work of our entire team at Pickler Wealth Advisors. We remain committed to providing exceptional service and innovative financial solutions to our clients. I am deeply grateful for this acknowledgment and look forward to continuing our mission of helping clients achieve their financial goals."
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 AdvisorHub Advisors to Watch (Solo Advisors), created by AdvisorHub. Presented in 06/20/24, based on data as of 12/31/22 - 12/31/23. 1,987 advisors were considered, and 1,000 advisors were recognized. Advisors were ranked and then sorted into their respective categories. Advisors do not pay a fee to be considered. Not indicative of advisor’s future performance or the quality of investment advice. Your experience may vary. For more award information, click here.