We also work closely with our clients’ other advisors such as their tax advisors and legal counsel to ensure that their financial picture is being evaluated holistically, coordinated properly, and implemented seamlessly. We emphasize liquidity, tax-efficiency, and diversification in order to help clients focus on maximizing their long-term wealth. We strive for objectivity and transparency in all that we do.
Malcolm H. Liles
Malcolm H. Liles began his career in private wealth management when he joined The Robinson Humphrey Company in Nashville, TN in 1981. Malcolm remained at Robinson Humphrey through multiple mergers and reorganizations, the last of which was when Morgan Stanley acquired Smith Barney. At Morgan Stanley, Malcolm was a Senior Vice President, Family Wealth Director & Financial Advisor. The Family Wealth Director designation was formerly known as the Citi Family Office designation, and Malcolm was one of less than 1% of the firm’s advisors nationwide to be selected for the elite credential.
Malcolm is the managing partner of The Liles Group, where he is responsible for the oversight of all wealth management strategies implemented for the team’s clients. Specifically, Malcolm advises his clients on investment policy & asset allocation, investment selection, concentrated stock positions, Rule 144 sales, and wealth transfer and charitable giving strategies. His experience also includes several initial public offerings, as well as other corporate transactions. In addition, Malcolm works closely with the other members of The Liles Group to ensure that the team’s service and communication always meets the expectations of their clients.
Malcolm was named one of “America’s Top Financial Advisors” by Barron’s in 2010, 2011, 2012, 2013, 2015, 2016, 2017, 2018, 2019, 2020, and 2021, and he was also recognized by The Financial Times as a member of their “Top 400 Advisers” in 2013, 2015, 2016, & 2020. The Nashville Business Journal recognized him as one of their “Power Leaders in Finance” in 2016, 2017, 2018, 2019, and 2020. FORBES recognized him as a “Best in State Wealth Advisor” in 2018, 2019, 2020, and 2021.
Malcolm holds the Series 7, the Series 8, the Series 63, and the Series 65 licenses, as well as his life insurance license. Malcolm received a BS in Business Administration from the Terry College of Business at the University of Georgia.
To learn more about Malcolm, visit his LinkedIn page.
William N. Liles, CFA, CFP®, CIMA®
Senior Vice President
William N. Liles began his career in financial services in 2006 by working in consumer banking with Regions Bank in Nashville. William joined The Liles Group as a Financial Advisor in May of 2010. William is responsible for investment due diligence and research. He also serves the team’s clients through his expertise in portfolio construction, as well as his in-depth knowledge of comprehensive financial planning and estate planning techniques. In addition, William’s experience includes helping institutional clients with investment policy decisions and designing and implementing corporate retirement plans including qualified plans and non-qualified deferred compensation plans.
William graduated from the Terry College of Business at the University of Georgia with a BBA in Marketing in 2005. In 2010, William received an MBA with a specialization in Investment Management from the Owen Graduate School of Management at Vanderbilt University. He also received a Certificate in Financial Planning from Belmont University, and he is a CERTIFIED FINANCIAL PLANNER™ professional. In addition, William has completed the Certified Investment Management Analyst® program at The Wharton School at The University of Pennsylvania, and he is a CIMA® certificant. William is also a Chartered Financial Analyst (CFA) Charterholder. He holds the Series 7 and the Series 66 licenses, as well as his life, health, and long-term care insurance licenses.
William is a member of the Investments and Wealth Institute, The CFA Society of Nashville, and The Estate Planning Council of Middle Tennessee. He serves on the Board of The Financial Planning Association of Middle Tennessee. The Nashville Business Journal recognized him as one of their “Power Leaders in Finance” in 2018 and 2020 and as one of "Nashville's Top 40 Under 40" in 2020. FORBES recognized him as a “Top Next-Generation Wealth Advisor” in 2018 and 2019. InvestmentNews included him in the 2021 class of their "40 Under 40 ."
M. Leighton Liles, CPA, CFP®, CPWA®
Leighton Liles began his career in financial services in 2006 working in consumer banking with First Tennessee Bank and Renasant Bank in Nashville. He later transitioned into corporate investment banking at Iroquois Capital Group, where he served as Vice President of Investment Banking. Over his five years in investment banking, he completed over two dozen lower-middle-market transactions with aggregate transaction value in excess of $600 million. Most recently, he spent two years as the CFO of a privately-held, early-stage life sciences company in Franklin, TN where he led the successful completion of the company’s Series A financing and supported the commercial launch of the company’s first two diagnostic products. In 2018, Leighton joined The Liles Group, where he serves the team’s private clients through his expertise in tax planning, business exit planning, wealth transfer strategies, and philanthropic planning.
Leighton graduated with a BBA in Business Management from the Terry College of Business at The University of Georgia in 2005. He earned his MBA in Corporate Finance from the Owen Graduate School of Management at Vanderbilt University in 2011, graduating with Beta Gamma Sigma honors. Leighton also holds a Certificate in Financial Planning from Belmont University, and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2008. In addition, he is a licensed Certified Public Accountant in the State of Tennessee and holds the Certified Private Wealth Advisor® designation. In 2021, Leighton was one of four recipients of the Rising Star Award at Baird's Annual Toast of Baird Celebration.
Leighton holds the Series 7 and the Series 66 licenses. He is a member of the Tennessee Society of CPAs, the Estate Planning Council of Middle Tennessee, the Economic Club of Nashville, and the Investments and Wealth Institute. Leighton is a member of the board of directors at Martha O'Bryan Center and he serves on the Community Advisory Board at Centennial Children's Hospital. Away from Baird, Leighton serves on the Board of Directors at ApolloMGA, a Dallas, TX-based non-standard auto managing general agency.
Senior Client Specialist
Sherri Overton has 20 years of financial services experience. She joined Liles Group in 2006 after working for Morgan Stanley and Wiley Brothers, and she has extensive experience in administrative and compliance roles.
At the Liles Group, Sherri has multiple duties focused on providing quality professional service to the team’s clients. In addition to entering trades, she assists clients with administrative needs while making them aware of all the services the team and Baird have to offer. She also assists clients with the various technology platforms available. Sherri is passionate about educating and assisting people with their financial needs.
Sherri is a native of Westmoreland, TN and she received a double major Bachelor’s degree from Austin Peay State University. She holds the Series 7 and the Series 63 licenses.
To learn more about Sherri, visit her LinkedIn page.
Anne Marie Morgan, CFP®
Assistant Vice President
Senior Client Specialist
Anne Marie Morgan began her career at Baird in June of 2000 and has worked for Baird in Milwaukee and Nashville. Her experience at the home office and her personal connections there are invaluable in helping the team navigate the firm’s internal resources and departments.
As a point of contact for day-to-day needs, including trading, operations and reporting, Anne Marie is highly focused on responsiveness & accuracy. She and Sherri work together to make sure clients are receiving the high-quality service they deserve in a timely manner.
Anne Marie earned a Bachelor’s degree from Loyola University of New Orleans, and she holds the Series 7, the Series 9, the Series 10, & the Series 66 licenses, as well as her life insurance license. Anne Marie is a CERTIFIED FINANCIAL PLANNER™ professional.
To learn more about Anne Marie, visit her LinkedIn page.