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Carol Lee Royer, CFP®, CFA, CDFA

Waddell & Associates, Inc.

5188 Wheelis Dr
Memphis, TN 38117
Phone: (901) 767-9187
Fax: (901) 767-0056

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

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