A Personal Approach

We take your journey seriously, and we'll be there every step of the way.


While your financial objectives may be similar to those of others — a secure retirement, saving for college education, building wealth — the approach should be decidedly personal. Understanding your unique financial needs is where financial advisors with Waddell & Reed come in.


To us, success demands not only a deep understanding of your objectives, but your needs, values, time horizon, risk tolerance and expectations.


By building personalized plans supported with highly competitive investment products and dedicated service, we enable you to not only identify goals, but take consistent action toward achieving them.


Our mission, every day, is to help clients at all stages and through the changes that life may bring.

We take your journey seriously and we'll be there every step of the way.

Your journey, goals and plan are our commitment.

Find an Advisor

Ten Year End Tax Tips for 2016

The end of the year is coming – which means the time to consider strategies to reduce your tax burden is now. Check out the latest Waddell & Reed Insights for 10 tips to get your taxes in shape before December 31st

Learn More >
Global economic growth likely to improve in 2017

Global economic growth likely to improve in 2017

We believe global economic growth will improve in 2017 and may reach levels not seen since 2012-14. 

Read More
Become an Advisor

Pursue a career as a financial advisor

Since 1937, Waddell & Reed has built an advisor-focused, client-centered culture and has been unceasingly dedicated to creating an environment where you can achieve success.

Become an Advisor

Market Data powered by Wikinvest. Data is provided as-is, delayed, and subject to Terms