Beady B Waddell III, Jd

Beady B Waddell III has a diverse and extensive work experience in the financial and insurance industry. Beady B currently serves as the Vice President of Advanced Markets at Western & Southern Financial Group since September 2022. Prior to that, they held the position of Corporate Vice President in the Advanced Planning Group at New York Life Insurance Company from May 2018 to September 2022.

From 2015 to 2018, Beady worked as an Estate and Business Advanced Sales Specialist at MassMutual Carolinas. Before that, they were employed by TIAA-CREF, where they held the role of Director of Advanced Markets Consulting from March 2014 to May 2015 and Sr. Advanced Markets Consultant from April 2008 to March 2014.

Beady also gained experience as an Investment Advisor and Owner at Beady Waddell Financial Services from August 2002 to April 2008. Prior to that, they worked at Edward Jones as an Investment Representative and Branch Manager from August 2000 to August 2002, and at First Union/Wachovia Bank as an Assistant Vice-President in the Capital Management Group from March 1997 to August 2000.

Lastly, Beady started their career at Nationwide Insurance as an Associate Agent and Investment Representative from February 1992 to February 1997. With their extensive background and multidisciplinary expertise, Beady B Waddell III has made significant contributions to the financial and insurance industry throughout their career.

Beady B Waddell III has a diverse education history. Beady B obtained a Bachelor of Arts degree in Political Science and Government from the University of North Carolina at Charlotte. Beady B then pursued a Juris Doctor (J.D.) degree in Law from Cooley Law School, followed by a Master of Laws (LLM) in Taxation and a Master of Laws (LL.M) in Corporate Law and Finance from the same institution. Later, they earned a Master of Business Administration (MBA) degree in Finance, General from UNC Charlotte - The Belk College of Business. Additionally, Beady B Waddell III has completed a degree in Personal Financial Planning with a focus on Financial Behavior from Kansas State University. Beady B also holds a FINRA License in Series 6, 63, 7, and 66, though the year of obtaining this certification is not stated.