Our People

Adrian Eddleman, MBA
Senior Founding Member
Adrian@Eddleman.biz
The Senior Founding Member of Eddleman & Eddleman, LLC is Adrian Eddleman who provides investment advice to each and every client personally. Mr. Eddleman was born in 1969 and has been an avid student of finance and economics for nearly twenty years. If fact, he started his first personal market investments with mutual funds at only 18 years of age. He graduated from the University of Tennessee in 1999 with his Masters of Business Administration (MBA) after having completed his Bachelor of Business Administration (BBA) from Lambuth University’s School of Business and Economics (a top 10 percentile school for colleges of business nationally) in 1995. You might also remember Mr. Eddleman from his role as manager of Old Hickory Mall in the late 1990’s, during which time he obtained a Certified Shopping Center Manager (CSM) designation from the International Council of Shopping Centers (ICSC). In fact, Mr. Eddleman held four different mall management positions throughout the country for the Richard E. Jacobs Group from 1995 – 2001. Mr. Eddleman began his career in the financial services industry in the year 2000 with PFSI and then completed a short stay with the broker dealer Next Financial Group in 2005 before forming his own firm Eddleman & Eddleman, LLC. Mr. Eddleman has held four NASD securities licenses including the Investment Company and Variable Contracts Representative License, the Uniform Securities Agent State Law License, the Investment Company Variable Contracts Principal License, and the Uniform Investment Advisor License. Currently he only maintains the Uniform Investment Advisor License since he no longer “sells” investments, but prefers to advise clients on the best methods for investing.

 

Lee Eddleman, MBA
Accounting & Research
Lee@Eddleman.biz
Lee Eddleman, like her husband, is an MBA from the University of Tennessee and has her BBA in Accounting from Lambuth University’s School of Business and Economics (a top 10 percentile school for colleges of business nationally). Mrs. Eddleman plays a vital role in coordinating company cooperation with other client family advisors such as CPA's and attorneys. As a veteran of the accounting field herself she helps ensure that all of a client’s advisors are unified in meeting client objectives, in particular CPA's. In addition, Mrs. Eddleman heads up research ensuring that client advice is always up to date with changes in the financial environment.

 

 

Dr. Dalton Eddleman
Client Education & Communication
Dalton@Eddleman.biz
Dr. Dalton Eddleman holds a doctorate in communication in education from the University of Memphis. He has committed his life to the educational process with over 40 years of work in various roles of higher education. Formerly, Vice President of University Advancement, Vice President for Academic Affairs and Dean of the University for Lambuth University, he currently continues to teach at this educational institution. Given the company objective of helping clients to make educated and informed decisions, Dr. Eddleman's expertise and advice regarding client education has been invaluable. We believe you will find our client education unparalleled in our industry due to his assistance.

 

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