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.

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Global economic growth likely to improve in 2017

October 20, 2016 - Derek Hamilton, Global Economist

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

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Presidential Candidate Tax Proposals

A quick look at the presidential candidates tax proposals

Though tax policies haven't received top billing in this year's presidential election dialogue, they're still part of the conversation. Here's a quick review of each candidate's tax proposals based on information released by their campaigns.

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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.

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