Waddell & Reed Carolinas

(704) 553-7220
6000 Fairview Rd., Suite 310, Charlotte, North Carolina, 28210

About us

Welcome to Waddell & Reed and the offices serving the Carolinas. Our team of financial advisors is committed to being there for every step of our clients’ financial journeys: Listening to their objectives, needs, values and expectations; planning by identifying goals and taking consistent actions toward achieving them; advising through all stages and changes that life may bring. We hope you choose to begin or continue your financial journey with us.

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