Beady B Waddell Iii JD, MBA, M.S., LLM, Ch Fc, Clu

Vice President Of Advanced Markets @ Western & Southern Financial Group

About Beady B Waddell Iii JD, MBA, M.S., LLM, Ch Fc, Clu

Beady B Waddell III is the Vice President of Advanced Markets at Western & Southern Financial Group, where he has worked since 2022. He has extensive experience in advanced markets consulting and holds multiple degrees, including a JD and an MBA.

Work at Western & Southern Financial Group

Beady B Waddell III serves as the Vice President of Advanced Markets at Western & Southern Financial Group. He has held this position since 2022, contributing to the company's strategic initiatives in Cincinnati, Ohio. His role involves overseeing advanced market strategies and providing expertise in financial planning and consulting.

Previous Experience in Advanced Markets

Prior to his current role, Waddell worked at TIAA-CREF as Director of Advanced Markets Consulting from 2014 to 2015. He also served as a Senior Advanced Markets Consultant at TIAA-CREF from 2008 to 2014. His experience in advanced markets consulting has shaped his understanding of financial strategies and client needs.

Educational Background

Waddell has a comprehensive educational background in law and finance. He earned a Doctor of Law (J.D.) and a Master of Laws (LL.M.) in Taxation from Thomas M. Cooley Law School. Additionally, he holds a Master of Business Administration (MBA) from UNC Charlotte and a Bachelor of Arts (B.A.) in Political Science and Government from the same institution.

Career in Financial Services

Waddell's career in financial services includes significant roles at various organizations. He was a Corporate Vice President in the Advanced Planning Group at New York Life Insurance Company from 2018 to 2022. His earlier positions include working as an Investment Representative and Branch Manager at Edward Jones and as an Associate Agent at Nationwide Insurance.

Professional Certifications

Waddell holds multiple professional certifications, including Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). These designations reflect his expertise in financial planning and insurance, enhancing his qualifications in the financial services industry.

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