About us

For more than seven decades, Waddell Reed has helped millions of Americans develop customized financial plans to help them get to where they want to go in life. Our team of advisors strive to provide the highest standard of service assisting their clients locally and in other states where they are licensed. As a full-service financial firm, we offer a wide range of financial products and services to individuals and business owners. By utilizing our financial planning process, we feel you will be better able to identify your goals and plan to make sound financial decisions. Our philosophy is clear and simple: Investing. Each Waddell Reed financial advisor has access to our investment management team as well as a wide array of highly competitive products and services. Quite simply, we do our own work, believe in our own research and act on our own ideas. With a plan. We develop comprehensive, personal financial plans tailored specifically to each clients needs. Over time, we help individuals and families turn their dreams such as sending children to college, providing for retirement, or simply accumulating assets into attainable, real solutions that can help improve their lives. By building personalized plans supported with our investment products, we enable clients to identify their financial planning goals and to take action toward achieving them. Thats investing. With a plan.