Pickler Wealth Advisors is an independent wealth advisory firm which is dedicated to wealth management and estate planning which provides customized solutions for clients’ life goals. The Pickler Wealth Advisors process includes: discovery, recommendations, implementation and systematic monitoring and review.
www.picklerwealthadvisors.com Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. 1135 Halle Park Circle | Collierville, TN 38017
The Pickler Law Firm is dedicated to providing outstanding legal advocacy and superior client service. Our experienced professionals offer legal excellence in comprehensive estate planning, probate administration, family law, civil dispute resolution, and corporate law. The law firm specializes in financial, legal and risk management, as well as strategies to protect client’s assets and ensure maximum tax efficiency. www.picklerlaw.com
Pickler Accounting Advisors was founded in 2012, but with over 30 years of experience in the tax field, the team is dedicated to both the clients and community. The accounting team offers a host of services including: tax preparation, tax planning, software implementation, IRS issue resolution, bookkeeping services, and business advisory services. www.pickleraccounting.com
Pickler Events believes "it's all in the details." As a premier event planning and coordination service in the Mid-South, we help make your dreams a reality. Whether it be a fairy-tale wedding, an intimate networking event, or a grand fund-raising gala, we are here to bring your next event to life! www.picklerevents.com
American Public Education Foundation is an independent 501C3 non-profit foundation whose mission is to educate, inspire, and lead all those involved in public education. APEF was founded by David Pickler along with nationally recognized education leaders to help ensure America’s economic and national security interests through public education. APEF is based in Collierville, Tennessee. www.theapef.org
TEAM DIRECTORY
David Pickler
President
Firm: Pickler Companies
Email: dpickler@picklerwealthadvisors.com
Initials: DAP
Extension: 1150
Birthday: October 18
Katie Pickler
Vice President
Firm: Pickler Wealth Advisors
Email: kpickler@picklerwealthadvisors.com
Initials: KEP
Extension: 1168
Birthday: November 3
Anne Borst
Portfolio Reporting Coordinator
Firm: Pickler Wealth Advisors
Email: aedmiston@picklerwealthadvisors.com
Initials: AJB
Extension: 1161
Birthday: January 11
Melissa Skovdal
Sr. Client Services Administrator
Firm: Pickler Wealth Advisors
Email: mskovdal@picklerwealthadvisors.com
Initials: MAS
Extension: 1156
Birthday: November 24
Shelby Butterfield
Client Services Administrator
Firm: Pickler Wealth Advisors
Email: sbutterfield@picklerwealthadvisors.com
Initials: SHB
Extension: 1158
Birthday: February 2
Robin Winsett
Client Services Administrator
Firm: Pickler Wealth Advisors
Email: rwinsett@picklerwealthadvisors.com
Initials: RFW
Extension: 1171
Birthday: November 28
Nikita Iyer
Client Services Administrator
Firm: Pickler Wealth Advisors
Email: niyer@picklerwealthadvisors.com
Initials: NIK
Extension: 1171
Birthday: January 20
Cameron Spann
Chief Branding Officer
Firm: Pickler Companies
Email: cspann@picklercompanies.com
Initials: LCS
Extension: 1155
Birthday: July 8
Nicole Ellis
Content Marketing Specialist
Firm: Pickler Wealth Advisors
Email: nellis@picklerwealthadvisors.com
Initials: NLE
Extension: 1170
Birthday: May 2
Cort Winsett
Sr. Director of Operations
Firm: Pickler Companies
Email: cwinsett@picklerwealthadvisors.com
Initials: WCW
Extension: 1167
Birthday: November 3
Luke Murrah
Financial Planning Coordinator
Firm: Pickler Wealth Advisors
Email: lmurrah@picklerwealthadvisors.com
Initials: CLM
Extension: 1153
Birthday: July 4
Monique Lawler
Receptionist
Firm: Pickler Wealth Advisors
Email: mlawler@picklerwealthadvisors.com
Initials: MLL
Extension: 1173
Birthday: January 5
Cassie Foote
Deputy Executive Director
Firm: The American Pillars Education Foundation
Email: cfoote@theapef.org
Initials: CLF
Extension: 1164
Birthday: May 20
Jon Long
Associate Attorney
Firm: The Pickler Law Firm
Email: jlong@picklerlaw.com
Initials: JPL
Extension: 1159
Birthday: August 23
Donna Johnson
Legal Assistant
Firm: The Pickler Law Firm
Email: djohnson@picklerlaw.com
Initials: DLJ
Extension: 1151
Birthday: November 26
Charles Cossar
Office Manager
Firm: Pickler Companies
Email: ccossar@picklerwealthadvisors.com
Initials: CLC
Extension: 1165
Birthday: October 24
Jane Stoner
CPA
Firm: Pickler Accounting Advisors
Email: jstoner@pickleraccountingadvisors.com
Initials: SJS
Extension: 1166
Birthday: December 28
Sarah Fowler
Receptionist
Firm: Pickler Accounting Advisors
Email: sfowler@pickleraccountingadvisors.com
Initials: SDF
Extension: 1174
Birthday: July 21