Phyllis Raiford Scruggs
Market Strategist at Waddell & Associates LLC
Profile
Ms. Phyllis R.
Scruggs, CFA MBA, is a Vice Chairman, Senior Vice President & Senior Wealth Strategist at Waddell & Associates LLC.
She had been associated with W&A for a number of years before joining the firm, acting as a consultant to the company in its formative stage and subsequently as a client.
Prior to joining W&A, Ms. Scruggs served as Vice President, Corporate Finance at Morgan Keegan & Company, Inc. She was involved in all aspects of its investment banking activities, including mergers and acquisitions, valuation studies, and initial public offerings.
She holds an MBA in Finance as well as M.Ed and BBA degrees from the University of Memphis.
She is a Certified Financial Planner Licensee.
Phyllis Raiford Scruggs active positions
| Companies | Position | Start |
|---|---|---|
Waddell & Associates LLC
 Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | Market Strategist | 31/03/2016 |
Former positions of Phyllis Raiford Scruggs
| Companies | Position | End |
|---|---|---|
AMWJR, Inc.
 AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | Market Strategist | 31/03/2016 |
Training of Phyllis Raiford Scruggs
| University of Memphis | Graduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | Finance |
Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | Finance |
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