Carol Lee Royer
Market Strategist at Waddell & Associates LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| David Sewall Waddell | M | - |
AMWJR, Inc.
 AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations.
Waddell & Associates LLC
 Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | 24 years |
| Perry Jenkins Green | M | - |
AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations.
Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | 23 years |
| Phyllis Raiford Scruggs | F | - |
Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions.
AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | 31 years |
| Kathy Williams | F | - |
Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions.
AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | 32 years |
| Teresa J. W. Bailey | F | - |
Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | 7 years |
| Sean Embry Gould | M | - |
Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | 8 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Charles D. Hamlett | M | - |
University of Memphis
| 5 years |
| Kevin B. Reynolds | M | - |
University of Memphis
| 7 years |
| Tara Dempsey Carlson | F | - |
AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations.
Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | 7 years |
| Tripp Yates | M | - |
AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | - |
| Mark Allen Sorgenfrei | M | - |
AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | - |
| Casey N. King | M | - |
University of Memphis
| 6 years |
| Jennifer Cole | F | - |
University of Memphis
| 4 years |
| Timothy Argo | M | - |
University of Memphis
| 4 years |
| Shannon M. Fuller | F | - |
University of Memphis
| 4 years |
| Brian D. Wiuff | M | - |
University of Memphis
| 4 years |
| Joe Cooper | M | - |
Rhodes College
| 4 years |
| Ed L. Brundick | M | - |
AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | - |
| Timothy J. Henkel | M | 65 |
Rhodes College
| 4 years |
| Eddie Floyd | M | - |
University of Memphis
| 4 years |
| Ehab M. Esmail | M | - |
University of Memphis
| 4 years |
| Thomas Joel Wann | M | - |
University of Memphis
| 1 years |
| Linda K. Ferrell | M | 64 |
University of Memphis
| 3 years |
| Floyd Nathaniel Tyler | M | - |
University of Memphis
| 3 years |
| Laurie L. Tinnell | F | - |
Rhodes College
| 4 years |
| Joe Pendergrass | M | - |
University of Memphis
| 4 years |
| Les Jaco | M | 73 |
Rhodes College
| 4 years |
| R. Parrish Taylor | M | - |
University of Memphis
| 4 years |
| Shelly Halford Baker | F | - |
AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | - |
| Mark Doramus | M | 65 |
Rhodes College
| 4 years |
| Larry Glasscock | M | 67 |
Rhodes College
| 4 years |
| Mark M. Manno | M | 53 |
University of Memphis
| 3 years |
| George Makris | M | 67 |
Rhodes College
| 4 years |
| Andrew Shipman | M | 53 |
University of Memphis
| 2 years |
| Gary Wunderlich | M | 54 |
University of Memphis
| 2 years |
| Kim Williams | F | - |
University of Memphis
| 4 years |
| Jim A. O'Donnell | M | - |
Rhodes College
| 4 years |
| Alonzo Weaver | M | - |
University of Memphis
| 2 years |
| Otis W. Baskin | M | 78 |
University of Memphis
| 4 years |
| R. Steven Boggan | M | - |
University of Memphis
| 2 years |
| Dana Jeanes | M | - |
University of Memphis
| 2 years |
| David Travis | M | 49 |
University of Memphis
| 4 years |
| James Edward Townsend | M | - |
University of Memphis
| 4 years |
| Wei Chen | M | - |
University of Memphis
| 2 years |
| Brett Buehrer | M | - |
University of Memphis
| 1 years |
| Cliff DeBerry | M | - |
University of Memphis
| 2 years |
| Kang Wang | M | - |
University of Memphis
| 3 years |
| Fran Towey | M | - |
University of Memphis
| 2 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 48 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Carol Lee Royer
- Personal Network
