Professional Bio:
Ted brings more than 37 years of financial services experience to his clients, helping each pursue lifelong financial goals and dreams through customized solutions and personalized service. Prior to joining Alia Wealth Management, Ted has served clients in various capacities at Stephens, Inc., Morgan Keegan and B. Riley Wealth Management.
Ted is a graduate of Westminster College, Fulton, Missouri, with a B.A. in Economics and Business Administration. He is an inactive member of the Arkansas Society of CPAs and American Institute of CPAs. Ted served as a trustee of the Securities Industry Institute from 1998 to 2017, including serving as the Board of Trustees Chair from 2005 to 2007. He also served on various Securities Industry Association committees. In 2006, Ted received the Morgan Keegan Community Service Award for his fundraising efforts on behalf of the National Multiple Sclerosis Society. He has also been a St. Jude Hero (fundraising) since 2015.
Registrations/Licenses:
Series 7, 8, 24, 63, and 66 Registered - held through LPL Financial
Licensed in various states for life, disability, health and long-term care insurance
Accredited Wealth Management Advisor (AWMA®) designation
Chartered Retirement Plans Specialist (CRPS®) designation
Memberships and Organizations:
· Board Member, WEVL, Memphis’ volunteer, listener-supported radio station.
· Nurture Leadership Team, Idlewild Presbyterian Church, Memphis
· Memphis Hightailers Bicycle Club
· Memphis Runners Track Club
· USA Triathlon Association
· Ambassador, TriDot Training
· Board Member, Epworth Church Association of Epworth Heights, Ludington, Michigan
· Rotary Club of Osceola, Arkansas
Personal Bio:
Born and raised in Arkansas, I began my career in the securities industry in 1986 when I was recruited from Peat Marwick Mitchell & Co. (now KPMG) by Stephens, Inc. In 1996, I was recruited to Memphis by Morgan Keegan. 27 years later, I remain a proud Memphian!
I have always enjoyed learning, which may explain why I’ve held a variety of positions within the industry. I was part of a team that started a mutual fund company, I’ve managed information technology for an investment firm, and served as Chief Operating Officer of the retail division of a regional brokerage firm. (A friend of mine once noted that I was the most “horizontally mobile” person he knew.)
I’ve been a retail financial advisor since 2008, serving as a producing branch manager for a local Memphis firm from 2012 to 2020. Undoubtedly, serving my clients as their financial advisor has been and is my favorite role in this industry. I truly enjoy helping people. Accordingly, I don’t have a minimum account requirement. If someone needs my help, then I will do my best to help them.
My greatest achievement in life, however, is marrying Ann, my wife of 44 years and raising 3 wonderful sons. Watching our sons grow and be successful in their careers - video game industry, manufacturing and farming - has been such a rewarding experience. In return, they have provided my wife and me with nine grandchildren. My wife and I love to travel, which is a good thing as our grandchildren live in Helena, Arkansas, Santa Monica, California and Singapore. As my youngest son recently said, we are now “living our best life” as grandparents.
Outside of work and family, my favorite activity is participating in triathlons. I love the health benefits of training, the wonderful sense of community among triathletes, and competing against myself. I came to the sport late in life, racing in my first triathlon at the age of 60. I completed my first full Ironman triathlon 2 years later.
Overall, I consider myself a very happy person. I am fortunate to have a wonderful family, an enjoyable career and good health. As a result, I feel an obligation to make the best of every day.