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Waddell & Reed, Inc. adds 10 experienced advisors

OVERLAND PARK, Kan., Sept. 14, 2020 – In a continuation of its strong recruiting efforts this year, Waddell & Reed, Inc. has added 10 experienced financial advisors to its national network within the last two months, with combined prior firm assets under administration (AUA) totaling $458.3 million and annual prior firm production totaling $3.5 million.

Since Jan. 1, 2020, 32 advisors, including those announced here, have affiliated with Waddell & Reed, driving new advisor revenues for the year to nearly $1.9 billion in AUA and $12.1 million annual production.

Advisor

Prior Firm

City, State

Transition Date

Kristine Stewart, CFP®, CLU®, ChFC®, CASL®

AXA Advisors

Saint Johns, Florida

July 10, 2020

Shawn Graham

Edward Jones

Griffith, Indiana

July 20, 2020

Vicki Andrews

KMS Financial Services

Normandy Park, Washington

July 20, 2020

Edward G. Everitt, CPA, PFS

KMS Financial Services

Federal Way, Washington

July 20, 2020

Al Nicolosi, CRPC®

Ameriprise Financial

Cherry Hill, New Jersey

July 31, 2020

Ethan Binnion, AAMS®, CRPC®

Edward Jones

Plano, Texas

Aug. 21, 2020

Scott Frazer, CFP®

Charles Schwab

Parker, Colorado

Aug. 31, 2020

Bobby Fairbrothers

Oppenheimer & Co., Inc.

West Warwick, Rhode Island

Sept. 1, 2020

Kristin Hanneman

Morgan Stanley

Vancouver, Washington

Sept. 2, 2020

Thomas Dias, CFP®

RBC Advisor Services

Fresno, California

Sept. 4, 2020


As part of its growth strategy Waddell & Reed also continues its focus on advisor retention by advancing support, service and overall experience for its existing national network of independent advisors. This strategic evolution has been focused on technology enhancements, product expansion, increased compensation and broadening support through programs such as the Great Practice Solutions customized practice development program and the Wealth Solutions Group, a team of credentialed product and sales support experts.

Founded in 1937, Waddell & Reed, Inc. provides financial planning services to clients throughout the U.S. through
its network of more than 1,300 financial advisors and advisor associates nationwide. Waddell & Reed, Inc. is a subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR). For more information about Waddell & Reed, visit waddell.com.

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member
FINRA/SIPC and Federally Registered Investment Advisor.

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