Beady B Waddell III JD, MBA, M.S., LLM, ChFC, CLU

Associate Agent / Investment Representative

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Addison, Texas, United States

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Timeline
About me
Vice President of Advanced Markets at Western & Southern Financial Group
Education
- UNC Charlotte - The Belk College of Business
  2013 - 2015
  Master of Business Administration (MBA) Finance, General
- Kansas State University
  -
  Personal Financial Planning Financial Behavior
- The American College
  -
- Thomas M. Cooley Law School
  2005 - 2008
  Doctor of Law (J.D.) Law
- Thomas M. Cooley Law School
  2011 - 2012
  Master of Laws (LL.M.) Corporate Law and Finance 3.65
- Thomas M. Cooley Law School
  2010 - 2011
  Master of Laws (LLM) Taxation 3.52
- UNCC
  -
  Bachelor of Arts (B.A.) Political Science and Government 3.00
Experience
- Nationwide Insurance
  Feb 1992 - Feb 1997
  Associate Agent / Investment Representative
  Life Insurance, Annuity and Mutual Fund SalesProperty and Casualty Insurance
- First Union / Wachovia Bank
  Mar 1997 - Aug 2000
  Asst Vice-President / Capital Management Group
  * Provided Estate & Tax Planning and Trust Management Sales & Services* Life Insurance Planning
- Edward Jones
  Aug 2000 - Aug 2002
  Investment Representative - Branch Manager
  Full-Service Investment Representative providing products such as individual equities, bonds, mutual funds, life insurance, retirement plans and trust services.
- Beady Waddell Financial Services
  Aug 2002 - Apr 2008
  Investment Advisor, Owner
  Insurance, Investment, Financial, Tax & Estate Planning
- TIAA-CREF
  Apr 2008 - May 2015
  - Director, Advanced Markets Consulting
    Mar 2014 - May 2015
  - Sr. Advanced Markets Consultant
    Apr 2008 - Mar 2014
- MassMutual Carolinas
  Jan 2015 - May 2018
  Estate and Business Advanced Sales Specialist
- New York Life Insurance Company
  May 2018 - Sept 2022
  - Corporate Vice President, Advanced Planning Group
    May 2018 - Sept 2022
  - Corporate Vice President, Advanced Planning Group
    May 2018 - Sept 2022
- Western & Southern Financial Group
  Sept 2022 - now
  Vice President of Advanced Markets
Licenses & Certifications
- FINRA License
  Series 6, 63, 7 & 66