Broker Check

Our Team

<p>How We Work</p>

Our practice is built on the relationships we form with our clients and the mutual trust we place in one another. Many of our client partnerships span 25 years or more and encompass two, three or even four generations of families. In fact, the multi-generational structure of our team helps give our clients confidence that their assets and their legacy will be smoothly and efficiently transferred from one generation to the next. Rather than assigning each member of our team to specific accounts, our team works collectively with each of our clients, which enables every member of our team to be closely involved in each client’s unique situation.

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

The Liles Group

Malcom H. Liles

Managing Director | Family Wealth Advisor


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...

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William N. Liles, CFA, CFP®, CPWA®

Director | Family Wealth Advisor


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...

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M. Leighton Liles, CPA, CFP®, CPWA®

Senior Vice President | Family Wealth Advisor


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,...

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Sherri Overton

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...

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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...

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