Financial counsel that stands apart Look no further

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.