Perry Jenkins Green

Mr. Perry J.
Green is a Chief Financial Officer & Senior Wealth Strategist at Waddell & Associates LLC.
Mr. Green began his financial services career at Ernst & Young, LLP in 1993.
He worked on various corporate, individual and estate and gift tax projects.
In 1997, he joined Rhea & Ivy, PLC, a Memphis based regional public accounting firm.
While at Rhea & Ivy, he concentrated his practice in the areas of individual income tax and estate and gift tax planning.
Through the years, he has worked extensively with owners of closely held businesses as well as executives of large corporations, assisting them with tax planning, transition planning and stock option planning.
Along with his investment management duties, he has assisted a diverse group of clients with gift, estate and retirement planning, helping them understand the myriad of changes and options available.
He received his BBA in accounting from the University of Memphis and his Masters of Taxation from the University of Mississippi.
He completed the CPA exam in 1992, earned the Certified Financial Planner designation in 1997, and earned his CLTC (Certification in Long Term Care) in 2001.
Perry added the Chartered Financial Analyst designation in 2004.