THE CORE VALUES OF PWA
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
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We define success as being significant in the lives of the clients we serve and the communities in which we live.
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We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
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We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
THE CORE VALUES OF PWA
THE CORE VALUES OF PWA
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
-
We define success as being significant in the lives of the clients we serve and the communities in which we live.
-
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
-
We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
-
We define success as being significant in the lives of the clients we serve and the communities in which we live.
-
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
-
We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
BULLTALK MARKET CALLS
BULLTALK MARKET CALLS
THE CORE VALUES OF PWA
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
-
We define success as being significant in the lives of the clients we serve and the communities in which we live.
-
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
-
We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
THE CORE VALUES OF PWA
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
-
We define success as being significant in the lives of the clients we serve and the communities in which we live.
-
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
-
We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
THE CORE VALUES OF PWA
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
-
We define success as being significant in the lives of the clients we serve and the communities in which we live.
-
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
-
We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
THE CORE VALUES OF PWA
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
-
We define success as being significant in the lives of the clients we serve and the communities in which we live.
-
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
-
We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.
We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.
We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.
We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.
BULL TALK MARKET CALLS
BULL TALK MARKET CALLS
David Pickler's Quarterly Market Call gives you an engaging look into the most recent economic trends as well as early market conditions. Listen in as David breaks down what's happening in our world today.
David Pickler's Quarterly Market Call gives you an engaging look into the most recent economic trends as well as early market conditions. Listen in as David breaks down what's happening in our world today.
Our client-focused process is tailored to help individuals set financial goals, develop a financial road map, and implement the appropriate financial tools and strategies.
Our client-focused process is tailored to help individuals set financial goals, develop a financial road map, and implement the appropriate financial tools and strategies.
OUR COMMITMENT TO CLIENT SERVICE
OUR COMMITMENT TO CLIENT SERVICE
PAYING IT FORWARD WITH PASSION AND PURPOSE
Dynamic Altruism.
The Pickler Companies family of firms believes in the power of paying it forward with passion and purpose. This laser-focused mission of giving back is the common thread that runs through everything we do. It is an essential element of our culture. We are always working to better the lives of our clients and community, not only finding impactful solutions for those in need, but also making the world a better place. It’s not about personal gain but, rather, dynamic altruism.
We call this enriched giving philosophy Engaged Philanthropy, and by being engaged, we “fill our buckets” each and every day. Engaged Philanthropy is more than writing checks – it’s about community engagement and presence. This thoughtful process entails collaborating with outside organizations to maximize their reach, impact, and success. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Companies moves the needle through the lens of compassionate leadership.
“We make a living by what we get.
We make a life by what we give.”
Sir Winston Churchill
Our Impact.
Explore the organizations that have deeply moved us. From powerful missions about changing the world to heartwarming stories about assisting those in need, these amazing initiatives all have a story and gave us the opportunity to partner with them for a stronger tomorrow.
Juvenile Diabetes Research Foundation
Since 2013, Pickler Companies and the Pickler family have supported JDRF and its heroic kids. We have been the Title Sponsor at the organization's Promise Ball, an annual event that raises hundreds of thousands of dollars for Type 1 diabetes research, as well as sponsor of the One Walk.
Maui
United Way
Pickler Companies' partnership with Maui United Way (MUW) stems from David's long-standing relationship with Luke Bailey and has grown significantly through our financial management and support during the Maui wildfires in August 2023. Our efforts demonstrate a strong commitment to making a lasting positive impact on Maui County.
National School Boards Association
Under his leadership as president of the National School Boards Association, David created a national movement that gained more than 50 million members. He also initiated the “Stand Up 4 Public Schools” campaign and helped recruit celebrity spokespeople to carry the message that public education is a vital national security interest.
Planning for
Patriots
Pickler Companies believe in Main Street Values, admiring and serving those who have made an impact on our lives. The best example being with our military, both active and inactive. Since the founding of The Pickler Law Firm, David and his team have offered free estate planning for our heroes through the Planning for Patriots program.
SCORE, Memphis Chapter
Pickler Companies’ relationship with the Service Core of Retired Executives (SCORE) dates back to David Pickler’s time on the Shelby County Board of Education, but was reignited in 2020 when our firms were asked to help with a membership crisis. Since then, Pickler Companies has helped grow the mentorship program, and our firms’ leaders have delivered presentations to SCORE’s members.
Tennessee School Boards Association
David’s commitment to public education excellence was reinforced by his service to TSBA. Through the key relationships made to the imperative capital campaign he led, TSBA gave David the invaluable tools necessary to strengthen his love for the board members of Tennessee’s public schools.
Kiwanis Club of Germantown
David has served locally as well as nationally for Kiwanis, and even saved lives though his groundbreaking AED initiative. For his leadership and dedication to Kiwanis’ mission, David has been awarded numerous accolades. In 2022, David celebrated 35 years of membership with Kiwanis.
Memphis Oral School for the Deaf
David and Beth Pickler have devoted years of service to Memphis Oral School for the Deaf, an organization dedicated to helping profoundly deaf children listen, learn, and talk. From organizing events to writing "Letters from Santa" to raising millions of dollars for the school’s permanent home, the Picklers have made MOSD a life-long passion project.
Orpheum
Theatre
Growing up admiring, and participating in, the arts made a lifelong impression on David, ultimately leading him to serve on the board of the historic Orpheum Theatre. Through capital campaigns and partnering on the new Pickler Companies Broadway Club, Pickler Companies has supported the Orpheum for decades.
Porter-Leath, Memphis
David proudly serves on the Board of Trustees for Porter-Leath, a Memphis-based, educational organization that bridges the gap between birth and Pre-K in high-need areas. As a member of this esteemed board, David advocates for exceptional education for young children, preparing them for school and, most importantly, a life of success and endless possibilities.
Shelby County Schools
In 1998, David ran for and was elected to the Shelby County Board of Education, with the strong belief that every child deserves a quality education. For 12 years he served as Chairman, setting off a chain of incredible events, forever putting him in the national spotlight in the education space.
UT Health and Science Center
Since 2019, Pickler Companies has proudly partnered with the University of Tennessee Health Science Center, located in the Medical District in downtown Memphis, to provide engaging presentations for the organization’s residents and fellows. At no cost, we bring our resources to medical students serving our community.
Leadership Germantown
In one of David Pickler's most significant community engagements in public service to date, Leadership Germantown creates powerful civic opportunities for its residents. David’s work with this phenomenal organization has fostered a life of community service and impactful leadership.
National Board for Professional Teaching
Over the past few years in which David has served NBPTS, the organization's endowment has grown 20-fold. Additionally, because of David’s prowess in capital campaigns and finance management, the annual fund has tripled and the organization is operating with substantial surplus – positive financial growth in all areas, even in the face of the pandemic.
Partners in
Education
In 2016, David partnered with Collierville Schools and the Collierville Chamber of Commerce to create Partners in Education, a not-for-profit that’s sole purpose was to raise money for the new high school. David created partnerships with local businesses to develop groundbreaking student programs in the area of workforce development.
Parent Teacher Association
David and Beth’s service to the PTA marked the start of their commitment to community service, and was the lynchpin for David’s lifelong advocacy of public education excellence. Through various fundraisers, service projects, and Beth’s presidency for five terms, the Picklers unwavering support for the PTA has never wavered. The friendships made along the way will forever be cherished.
Tennessee Business Roundtable
David Pickler brought Pickler Wealth Advisors into the Tennessee Business Roundtable (TBR) in 2018, after the organization connected with him and the Tennessee School Boards Association to work on a joint project. In November of 2022, David was asked to serve as Chair Elect for the state-wide organization.
The Road Less Traveled.
David Pickler, founder and CEO of Pickler Companies, 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. We consider Engaged Philanthropy as a core philosophy, and our mission to give back will never waver.
Our success through client-service excellence has provided us the unique opportunity to engage in profound ways with our community. And because we make a difference for our clients and their families, we are then able to make a difference in our community, state, and country. It is a harmonious relationship that creates a cycle of altruism.
We believe in paying it forward through the Three T’s: talent, time, and treasures. While simply writing a check to an organization is helpful, we believe in taking the road less traveled. This means a greater time commitment, but also a greater impact. It is the only way to make a real difference.
“The two most important days in your life are the day you are born and the day you find out why.”
Mark Twain
Leave a Long Shadow.
Giving back is not about success, but about significance. It is about the shadow you cast long after you’re gone.
How are you bettering the lives of your neighbors? What can you do to move the needle? And what talents do you have that can truly benefit others? While we do not know what tomorrow holds, we all have the same amount of time each day and we all have something to give. How will you utilize your time to build a life of significance and change the world?
Discover your why and be the change you want to see in the world.