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MEMBER PROFILE

 

Leighton Liles

Baird

 

Member profile details

Membership level
Nashville Individual
First name
Leighton
Last name
Liles
Title
Director - Family Wealth Advisor
Company
Baird
XPX Chapter Email Lists
  • Nashville News & Events
 

CONTACT INFORMATION

City
Nashville
State
Tennessee
 

PROFILE INFORMATION

Call me when
You need to plan for wealth across multiple generations
Why I/we support XPX
Our practice is centered around liquidity events and multi-generational wealth
Profession
  • Wealth Manager
Functional Expertise
  • Board of Directors (for profit)
  • Charitable giving
  • Corporate finance
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Financial Modelling
  • Governance
  • Investments
  • Mergers
  • Mezzanine
  • Private equity
  • Real estate
  • Retirement
  • Tax
  • Transaction advisory
  • Trusts
Client Industry(ies)
  • Business Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Transportation/Storage
  • Wholesale/Distribution
Professional Certification(s)
CPA, CFP, CPWA
Transition Planning Certification or Methodology
Completed 50+ M&A transactions
In Business Since
2006
How to contact
lliles@rwbaird.com
Website
lilesgroup.com
LinkedIn profile link
linkedin.com/leightoniles
Business Focus
Our practice is centered around liquidity events and multi-generational wealth
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