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Our Family Story

We both share a love of finance, investing, and following the global markets. These collective passions, combined with a conservative investment philosophy and long-term time horizon, led us to partner together under our family name, Teegarden Wealth Advisors.

As partners of Teegarden Wealth Advisors, we bring complimentary skillsets and investment experience together to provide comprehensive wealth advice to over eighty high net worth individuals and families. Tom has over 40 years of investment and global markets experience, specializing in equity and fixed income portfolio management and options trading. Rebecca has spent over twenty years in the investment industry, focused on investment product research, financial planning, and client service at Goldman Sachs & Co. and SouthernSun Asset Management, a boutique, value equity investment advisor.

We also have a great appreciation for academics and lifelong learning. Tom holds an MBA in Finance from Loyola University and Rebecca holds an MBA in Finance from The Wharton School of the University of Pennsylvania. Rebecca also holds the Chartered Financial Analyst (CFA) designation.

Together, we combine our investment acumen and wealth management experience with Raymond James & Co., a Fortune 500 company with extensive estate planning, financial and tax planning, insurance, and compliance resources.

team image
thomas teegarden
Thomas Teegarden, MBA
Investment Executive
rebecca smith
Rebecca Klody, MBA, CFA®
Investment Executive

Are you ready? Let’s uncover the possibility of working together.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Teegarden Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

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