Profile
“As my client base and staff have grown, it has become less about me and more about how I can empower others to embrace our carefully crafted culture”
David Pickler
Pickler Wealth Advisors
“From my earliest memories, I always had a passion for service,” says David Pickler, president and CEO of Pickler Wealth Advisors.
After joining investment bank PaineWebber in 1984, the CEO decided to pursue a legal education with the hopes of combining this passion for finance and the law.
“I found equal fulfilment in advising in the legal arena. I began to build a plan for a career that could serve both sets of clients. I wanted to fulfil the dream of building a practice that could incorporate financial advocacy, legal advocacy and, eventually, tax and accounting. A place that was truly client-centric,” reflects Pickler.
With certifications in private wealth and financial planning and a law degree from the University of Memphis, Pickler established his firm in 2005.
“Pickler Wealth Advisors opened with a team dedicated to delivering unparalleled client service. Our goal was to set new standards of excellence. We were, and still are, dedicated to client service that exceeds that found at wirehouses.”
1135 Halle Park Circle Collierville, TN 38017
901 316 0160
cspann@picklerwealthadvisors.com
linkedin.com/company/pickler-wealth-advisors
picklerwealthadvisors.com
David Anthony Pickler
President and CEO
Pickler Wealth Advisors
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Bio
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Bio
Milestones
“Philanthropy is more than writing checks – it’s about community engagement and presence. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Wealth Advisors moves the needle through the lens of compassionate leadership”
David Pickler
Pickler Wealth Advisors
1981–1984
1984–1987
1987–1994
1994–2005
2005–present
High Volume Marketing Executive at Xerox Corporation
1981–
1984
Senior VP of Investments at PaineWebber
1984–
1987
Senior VP of Investments at EF Hutton & Co./Smith Barney
1987–
1994
Senior VP of Investments at PaineWebber/UBS Financial Services
1994–
2005
2005–
present
President and CEO at Pickler Wealth Advisors
2011-2012 Barron’s Top 1000 Advisors, created by Barron’s. The 2012 award was presented in March 2012 based on data gathered from September 2010 to September 2011. Approximately 4,000 advisors were considered and 1,000 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
2015 Financial Times 400 Top Financial Advisers, created by Ignites Research. Presented in March 2015 for the past 12 months. 1,500 advisors were considered and 400 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2015 Five Star Wealth Manager Award, created by Five Star Professional. Presented in October 2015 based on data gathered within 12 months preceding the issue date. 690 advisors were considered and 143 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
2019 Invest in Others Catalyst Award, created by Invest in Others Foundation. This award is based on the advisor’s leadership, dedication, contribution, and impact on a nonprofit organization and the community it serves. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of an advisor. Click here for more information.
2019-2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2023 award was presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 advisors were considered and 7,321 were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2021 Inc. 5000 Fastest Growing Private Companies, created by Inc. This award is based on percentage of revenue growth from 2017-2020 and is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Advisors pay to be considered for this award. Click here for more information.
2021 Memphis Business Journal Small Business Award, created by the Memphis Business Journal. This award is based on Memphis small businesses on the rise and not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor. Click here for more information.
2022-2023 Invest in Others Charitable Champion Award, created by Invest in Others Foundation. This award is based on the advisor’s leadership, dedication, contribution, and impact on a nonprofit organization and the community it serves. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of an advisor. Click here for more information.
2022-2023 ThinkAdvisor LUMINARIES Awards Finalist, Community Impact – Firms: Broker/Dealer category, created by ThinkAdvisor. The 2023 honor was presented in July 2023 for the preceding 12 months. 37 firms were considered, 4 were named finalists in the Broker/Dealer category. Not indicative of firm’s future performance. Your experience may vary. For more information, please visit https://tinyurl.com/r3r3cezn.
2019-2023 Community Appeal Memphis Most Award: Best Law Firm in Memphis (2019-2023) and Best Financial Advisor in Memphis (2023), created by Memphis Most. Presented in November 2023. Data based on voting period between June 9, 2023 and August 30, 2023. Award winners are determined by community’s popular vote of favorite local businesses. Community members were able to vote more than once. This award does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.
2005–
present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
With over 25 years of industry expertise, Pickler knows that establishing client trust is all about communication. The firm’s robust strategy includes an array of weekly market calls, podcasts and television episodes that educate clients and provide updates on recent market occurrences.
As a result of his outstanding dedication to client services, Pickler has won a number of awards:
Barron’s Top 1,000 Financial Advisors
Financial Times Top 400 Advisors
Forbes Best-in-State Wealth Advisor
sales@icapitalnetwork.com
Listed as one of the fastest-growing private companies in America by Inc. magazine, Pickler’s firm has seen 69 percent client growth (increase in the number of households) over a five-year period from 2019 to 2024.
“When someone feels strongly enough to refer a friend or family member, it makes all the hard work worth it,” adds Pickler.
With his business expanding, the CEO remains grounded by his core values. “As my client base and staff have grown, it has become less about me and more about how I can empower others to embrace our carefully crafted culture.”
In addition to empowering his clients, Pickler remains laser-focused on his mission to give back to his community. In 2019, he was awarded the Invest in Others Catalyst Award for his work in public education through his non-profit, the American Public Education Foundation. Additionally, the CEO was named a 2022 and 2023 Charitable Champion by Invest in Others Foundation for promoting a culture of social conscience.
“Philanthropy is more than writing checks – it’s about community engagement and presence. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Wealth Advisors moves the needle through the lens of compassionate leadership.”
“From my earliest memories, I always had a passion for service,” says David Pickler, president and CEO of Pickler Wealth Advisors.
After joining investment bank PaineWebber in 1984, the CEO decided to pursue a legal education with the hopes of combining this passion for finance and the law.
“I found equal fulfilment in advising in the legal arena. I began to build a plan for a career that could serve both sets of clients. I wanted to fulfil the dream of building a practice that could incorporate financial advocacy, legal advocacy and, eventually, tax and accounting. A place that was truly client-centric,” reflects Pickler.
With certifications in private wealth and financial planning and a law degree from the University of Memphis, Pickler established his firm in 2005.
“Pickler Wealth Advisors opened with a team dedicated to delivering unparalleled client service. Our goal was to set new standards of excellence. We were, and still are, dedicated to client service that exceeds that found at wirehouses.”
With over 25 years of industry expertise, Pickler knows that establishing client trust is all about communication. The firm’s robust strategy includes an array of weekly market calls, podcasts and television episodes that educate clients and provide updates on recent market occurrences.
As a result of his outstanding dedication to client services, Pickler has won a number of awards:
Barron’s Top 1,000 Financial Advisors
Financial Times Top 400 Advisors
Forbes Best-in-State Wealth Advisor
Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA ,SIPC, a Registered Investment Advisor.
Award Disclosure:
2024 InvestmentNews Top Advisors, created by InvestmentNews. Presented in January 2024 based on data gathered from September 2022 to September 2023. 113 advisors were considered and 60 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
Branch address and phone:
Pickler Wealth Advisors
1135 Halle Park Circle
Collierville, TN 38017
+901 316 0160
Award Disclosure:
2011-2012 Barron's Top 1000 Advisors, created by Barron's. The 2012 award was presented in March 2012 based on data gathered from September 2010 to September 2011. Approximately 4,000 advisors were considered and 1,000 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
2015 Financial Times 400 Top Financial Advisers, created by Ignites Research. Presented in March 2015 for the past 12 months. 1,500 advisors were considered and 400 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2019-2023 Forbes Best-in-State Wealth Advisors, created by SHOOK Research. The 2023 award was presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 advisors were considered and 7,321 were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
Award Disclosure:
2021 Inc. 5000 Fastest-Growing Private Companies, created by Inc. This award is based on percentage of revenue growth from 2017-2020 and is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Advisors pay to be considered for this award. Click here for more information.
2019 Invest in Others Catalyst Award, created by Invest in Others Foundation. This award is based on the advisor's leadership, dedication, contribution, and impact on a nonprofit organization and the community it serves. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of an advisor. Click here for more information.
2022-2023 Invest in Others Charitable Champion Award, created by Invest in Others Foundation. This award is based on the advisor's leadership, dedication, contribution, and impact on a nonprofit organization and the community it serves. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of an advisor. Click here for more information.