Why Waddell & Reed?

Our Firm

Since opening our doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. This ddeply personal approach is the reason Waddell & Reed advisors typically enjoy long-lasting client relationships. We take your journey seriously, and will be there very step of the way, listening, planning and advising.

Listening

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

Planning

lanningBy 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.

Advising

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