Ted brings more than 39 years of financial services experience to his clients. Prior to retiring in December, 2025, as a Registered Investment Advisor Representative, Ted served clients in various capacities at Stephens, Inc., Morgan Keegan, B. Riley Wealth Management and Alia Wealth Partners.
Ted holds the Accredited Wealth Management Advisor (AWMA®) and the Chartered Retirement Plans Specialist (CRPS®) designations from the College of Financial Planning.
Ted is a graduate of Westminster College with a B.A. in Economics and Business Administration. He is also an inactive member of the Arkansas Society of CPAs and American Institute of CPAs. He served as a trustee of the Securities Industry Institute from 1998 to 2018, including serving as the Board of Trustees Chair from 2005 to 2007. Ted received the Morgan Keegan Community Service Award in 2006. Currently, Ted serves on the board of WEVL, Memphis’ volunteer and listener supported radio station, and is also active in Idlewild Presbyterian Church, the Memphis Hightailers Bicycle Club and the Rotary Club of Osceola, AR.
Ted and his wife Ann have three grown children and nine grandchildren. In his spare time, when not chasing his grandchildren, Ted is a recovering triathlete, having completed full Ironman triathlons in 2017, 2018 and 2019.
SER Associate Member
Curriculum Vitae