Memphis, TN Office

Shelly Baker is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Coastal Bridge Advisors. She previously worked at Waddell & Associates, B Riley Wealth Management, Fidelity Brokerage Services, and several other firms. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized advisory services including retirement plan consulting and ERISA services.

Carol Lee Royer is a CFP® and CFA® with 22 years of experience in financial advising. She has worked at Coastal Bridge Advisors since 2026 and previously spent 10 years with Waddell & Associates, LLC. Coastal Bridge Advisors provides financial planning, consulting, and discretionary and non-discretionary wealth management to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and offers diversified portfolio construction across various asset classes, utilizing scenario analysis and a range of specialized advisory services.

Sean Gould is a CFP®, PFS™, and Series 65 credentialed advisor with 13 years of industry experience. He currently works at Coastal Bridge Advisors and previously spent 10 years at Waddell & Associates, LLC. Coastal Bridge Advisors offers financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and provides specialized advisory services including retirement plan consulting, HSA investment management, and access to various lending solutions.

Robert Graham is a CFP® and holds a Series 65 license with four years of industry experience. He joined Coastal Bridge Advisors in 2026 after working at Waddell & Associates, LLC for five years and previously held roles at AutoZone and The Marston Group, PLC. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized advisory services including retirement plan consulting, HSA investment management, and access to lending solutions.

Michael Bartlett is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He works closely with clients to help them grow and protect their wealth, make informed investment decisions, and simplify their financial lives through personalized financial planning. Prior to his current position, Michael served as an Investment Management Consultant and Investment Consultant at Fidelity Investments from 2020 to 2023. His earlier experience includes roles as a Financial Advisor at Edward Jones and UBS, and as a Wealth Planning Analyst at UBS. He holds an Arkansas Insurance License.

David Waddell is a CFP® with 22 years of industry experience and currently serves at Coastal Bridge Advisors. He was previously affiliated with Waddell & Associates Management Partners, LLC, Waddell & Associates, LLC, and Ironhorse Capital LLC. He is a passive shareholder of Ironhorse Capital LLC. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and offers diversified portfolio construction, retirement plan consulting, and specialized advisory services.

Lukas Hooper is a CFP® and Series 65-licensed financial advisor at Coastal Bridge Advisors with four years of industry experience. Prior to joining Coastal Bridge Advisors, he worked at Waddell & Associates, Legacy Wealth Management, and Deloitte Tax, LLP. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to build diversified portfolios and offers specialized advisory services including retirement plan consulting and HSA investment management.

Alexa Alcala is a financial advisor with Coastal Bridge Advisors and holds a Series 65 designation. She has three years of industry experience, including prior roles at Waddell & Associates, Green Square Capital Advisors, and First Horizon Bank. Before entering finance, she worked for eight years at Beale Street Blues Company. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized advisory services such as retirement plan consulting, ERISA services, and HSA investment management.

Perry Green is a financial advisor at Coastal Bridge Advisors with 22 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations. Prior to joining Coastal Bridge Advisors in 2026, he worked for various affiliated entities including Waddell and Associates LLC and W&A Management Services, Inc. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to constructing diversified portfolios and offers specialized advisory services including retirement plan consulting and HSA investment management.