William Liles, CFP^®

CFA, CIMA

Senior Vice President

Baird

1600 W End Ave, Ste 1100
Nashville, TN 37203-3365

FINANCIAL ADVISOR'S WEBSITE

www.lilesgroup.com

(615) 341-7016 CONNECT WITH William

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Our fee structure is flexible & transparent. Typically, our compensation is fee-only, but we have some hybrid & some commission-only business.

Minimums

HOUSEHOLD INCOME MINIMUM

$300,000

Investable Asset Minimum

$2,000,000

My Links

The Liles Group Website

Baird Website

Nashville Business Journal 2018 Power Leaders in Finance

FORBES: America's Top Next-Generation Advisors

Let's Make A Plan

General

William 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

As a CERTIFIED FINANCIAL PLANNER professional with The Liles Group in Nashville, TN, I’m responsible for investment due diligence and research. I also serve our team’s clients through my expertise in portfolio construction, as well as my in-depth knowledge of comprehensive financial planning and estate planning techniques. In addition, my experience includes helping institutional clients with investment policy decisions and designing and implementing corporate retirement plans including qualified plans and non-qualified deferred compensation plans. 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 who's income is greater than $300,000.

Financial Advisor Experience

I began my career in financial services in 2006 working in consumer banking management with Regions Bank in Nashville, TN. I was also a Summer Associate with Credit Suisse Securities’ Private Banking Group in Atlanta, GA in 2009. I joined The Liles Group at Morgan Stanley as a Financial Advisor in May of 2010, and we transitioned our practice to Baird in 2013. I graduated with a BBA in Marketing from the Terry College of Business at The University of Georgia in 2005. I also received an MBA with a specialization in Investment Management from the Owen Graduate School of Management at Vanderbilt University in 2010. I hold a Certificate in Financial Planning from Belmont University, and I also completed the Certified Investment Management AnalystSM program at The Wharton School at The University of Pennsylvania. I am a former Adjunct Professor of Finance & Accounting at Lipscomb University

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Investment Management Analyst (CIMA^®)
Chartered Financial Analyst (CFA)

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 Affiliation

Robert W. Baird & Co. Incorporated

FINRA BrokerCheck

Financial Advisor's Specialties

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