Leighton Liles, CFP<sup>&reg;</sup> - Financial Advisor

Leighton Liles, CFP®

CPA, CPWA®

Vice President

Baird

1600 West End Ave, Suite 100
Nashville, TN 37203-1752
FINANCIAL ADVISOR'S WEBSITE
(615) 341-7041 CONNECT WITH Leighton
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General

Leighton Liles is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Baird in Nashville, TN and the surrounding communities.

Financial Advisor Overview

The Liles Group helps wealthy families safeguard, grow and transition their wealth. We help approximately 225 families manage over $1 billion in assets. We are a family dedicated to serving other families. As a licensed CPA and CERTIFIED FINANCIAL PLANNER™ professional within The Liles Group, I’m responsible for developing and implementing comprehensive financial plans for our clients. I also serve our team’s clients through my expertise in exit planning, the M&A process, family & private company governance, and estate planning techniques. In order to continue utilizing our team's resources most effectively, we are only able to develop new relationships with clients with investable assets of $2 million or more OR those who's income is greater than $300,000 and focused on accumulating for retirement.

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Financial Advisor Experience

I started my financial services career in 2006 and have been a Certified Financial Planner™ since 2008. I began my career at a community bank and spent five years in investment banking before transitioning into private wealth management at the Liles Group. In addition to being a CFP® practitioner, I am also licensed CPA in the State of Tennessee and hold the Certified Private Wealth Advisor® designation from the Investments & Wealth Institute. I graduated with a BBA in Management from the Terry College of Business at The University of Georgia in 2005. I also received an MBA with honors with a specialization in Corporate Finance from the Owen Graduate School of Management at Vanderbilt University in 2011 and hold a Certificate in Financial Planning from Belmont University.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - Certified Private Wealth Advisor (CPWA®)

Insurance Licenses

  • Life insurance: TN, GA, OK, AL, KY, NC, PA, SC TX
  • Health/disability insurance: TN, GA, OK, AL, KY, NC, PA, SC TX
  • Fixed annuities: TN, GA, OK, AL, KY, NC, PA, SC TX
  • Variable annuities: TN, GA, OK, AL, KY, NC, PA, SC TX

Broker-Dealer Disclaimer

Robert W. Baird & Co. Incorporated

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Corporate Finance, Investment Management, Getting Divorced, Irregular Income, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Personal Taxes

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