Waddell & Reed

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. Our personal approach is the reason Waddell & Reed advisors typically enjoy long-lasting client relationships. We take your journey seriously, and will be there every step of the way, focusing on these key principles: Listening. To us, success demands not only a deep understanding of your objectives, but your needs, values, time horizon, risk tolerance and expectations. Planning. 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. Advising. Our mission, every day, is to help clients at all stages and through the changes that life may bring. Learn more by visiting www.waddell.com Any opinions expressed herein may not be those of Waddell & Reed,...
Waddell & Reed contact details
Employees
1,001-5,000 View all
Industry
financial services
Location
6300 Lamar Avenue,Shawnee Mission, KS,US

Waddell & Reed Management & Employee Directory

Kathie Andrade
KA
Kathie Andrade
Board Director, Retired CEO of Retail Financial Services at TIAA…change agent…advocate for youth…champion of women's leadership
Dominic Cancellieri
DC
Dominic Cancellieri
Account Executive - Advisor Solutions at Broadridge
Fred Mcewen
FM
Fred Mcewen
Employer Account Analyst at State of Illinois
Kim Dexter
KD
Kim Dexter
Market Director of the Oregon and Vancouver, WA Market
Brad Halverson
BH
Brad Halverson
Senior Vice President, Portfolio Manager at Waddell & Reed
Karl Chen
KC
Karl Chen
Principal @ Silicon Valley Wealth Management
Laurie Dean Wiley
LW
Laurie Dean Wiley
Financial Advisor Hoot Owl Financial at LPL, Connector of People, Anticipatory Client-driven Servant Leadership, Filled with joy and ideas.
Aaron Seyfried
AS
Aaron Seyfried
LPL Financial Advisor at Waddell & Reed
Bill Miller
BM
Bill Miller
Retired SVP Insurance at Waddell & Reed
Ellen Berry
EB
Ellen Berry
Retired - AVP - Procurement at Waddell & Reed
Marc Seller
MS
Marc Seller
Financial Advisor at Waddell & Reed
Naty Golubski
NG
Naty Golubski
Assistant Vice President, Financial Solutions Advisor
Ricardo  Rodriguez
RR
Ricardo Rodriguez
Vice President Human Resources at Waddell & Reed
Scott Adams
SA
Scott Adams
LPL Financial Advisor at Movement Wealth Partners

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