What you gain from working with your financial advisor


When you entrust your financial future to a financial advisor, certain expectations are non-negotiable, like knowledge, experience and a personal approach.

We agree, which is why we equip your advisor with industry-recognized resources and the freedom to shape a practice that works toward the ultimate goal: meeting your needs.

How we support your advisor

Partnering with Pershing

Waddell & Reed partners with the industry’s largest clearing firm1, BNY Mellon’s Pershing, to handle the confirmation, settlement and delivery of brokerage account transactions that your advisor makes on your behalf.

Financial planning tools and support
Your advisor works with interactive wealth-management tools from eMoney and has access to consultative financial planning services to assist in building and maintaining your financial plan.

Your advisor has the freedom to locate and structure her business to best serve you. That may mean opening an office in your neighborhood or perhaps working as part of a team of advisors, giving her access to a variety of specialists.

Expertise backed by history
Waddell & Reed has served the financial needs of families, individuals and businesses since 1937. This longevity and industry expertise has had a profound impact on the caliber of advisors who choose to align their businesses and build their futures with us.

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

Your journey, your goals and your plan are our commitment.

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