Leighton Liles, CPA, CFP®, CPWA® in

Leighton Liles, CPA, CFP®, CPWA®

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Director | Family Wealth Advisor at Baird
📍 Nashville, Tennessee, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
17 Years
Current Role
Director | Family Wealth Advisor
Job Level
Mid-senior
Location
Nashville, Tennessee, United States
Personality Overview

How Leighton shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Leighton cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2018
Director | Family Wealth Advisor
Baird
4-2014
Member Board Of Directors
Apollo Managing General Agency
10-2015 - 2-2018
Chief Financial Officer
Sano Informed Prescribing
3-2016 - 5-2016
Adjunct Professor of Finance
Lipscomb University
2-2011 - 10-2015
Vice President
Iroquois Capital Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2009 - 2011
MBA
Vanderbilt University Owen Graduate School of Management
2007 - 2008
Certificate in Financial Planning
Belmont University - Jack C. Massey College of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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