Waddell & Reed Inc

Founded in 1937, Waddell & Reed is among the most enduring asset management and financial planning firms in the nation, providing proven investment and planning services to individuals and institutional investors.

Consultations

It is my goal to assist my clients in developing a comprehensive personalized financial plan.

It is my goal to assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We’re here to help educate you about the concepts of...