Professional Bio:
Ted offers nearly 40 years of financial services experience to clients, helping them pursue lifelong financial goals and dreams through customized strategies and personalized service. Before joining Alia Wealth Partners, Ted worked at Stephens, Morgan Keegan and B. Riley Wealth Management.
Ted graduated from Westminster College, in Fulton, Missouri, with a B.A. in economics and business administration. He’s 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. Ted also served on various Security Industry Association committees. He is an inactive member of the Arkansas Society of CPAs and American Institute of Certified Public Accountants. In 2006, Ted received the Morgan Keegan Community Service Award for fundraising efforts for the National Multiple Sclerosis Society. He also has 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 designation
- Chartered Retirement Plans Specialist designation
Memberships and Organizations:
- Board Member, WEVL
- Nurture Leadership Team, Idlewild Presbyterian Church, Memphis
- Memphis Hightailers Bicycle Club
- Memphis Runners Track Club
- USA Triathlon Association
- Ambassador, TriDot Triathlon Training
- Board Member, Epworth Church Association of Epworth Heights, Ludington, Michigan
- Rotary Club, Osceola, Arkansas
Personal Bio:
Born and raised in Arkansas, I began my career in the securities industry in 1986 after being recruited from Peat, Marwick, Mitchell & Co. (now KPMG) by Stephens. In 1996, Morgan Keegan recruited me to Memphis. Twenty-seven 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 I’ve served as chief operating officer of the retail division of a regional brokerage firm.
I’ve been a retail financial advisor since 2008, most recently serving as a producing branch manager for a local Memphis firm. Undoubtedly, serving my clients as their financial advisor has been and is my favorite role in this industry. I truly enjoy helping people.
My greatest achievement in life, however, is marrying Ann, my wife of 44 years, and raising three wonderful sons. Watching our sons grow and be successful in their careers 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.
Outside of work and family, my favorite activity is participating in triathlons. I came to the sport late in life, racing in my first triathlon at age 60. I completed my first full Ironman Triathlon two years later.
Overall, I consider myself a happy person, fortunate to have a wonderful family, an enjoyable career and good health. That’s why I feel an obligation to make the best of every day.