Broker Check
Barbara  Sekely

Barbara Sekely

Financial Advisor

Professional

Barbara began her career as a Financial Advisor with Waddell & Reed in 2010 after being a client of Waddell & Reeds for over 5 years.

She has been in the Financial Services industry for many years, with experience as a Real Estate Agent and a Mortgage Banker as well as wealth and investment manager, Insurance agent, and Financial Advisor.

She focuses on helping people establish a holistic financial plan to help pursue both immediate goals and long term needs. She believes her experience in real estate, college planning, and home ownership all allow her to help her clients anticipate multiple aspects of their decisions.

As a Financial Advisor at Waddell & Reed, Barbara maintains Financial Planning as a priority in the planning process and believes it is the key to a successful retirement plan. With a map towards the goal and annual reviews, she feels clients can be more confident that they are going in the right direction.

Barbara was raised in an Air Force family with 2 brothers and traveled all over the USA and even spent 1st Grade in England. Her parents worked hard to support the family and  she has found inspiration in her Mother, who is a strong woman with a lot of good money habits that she taught her family. Barbara uses these habits in her practice today.

Her husband of 31 years is a "Prince Among Men" and they enjoy wine tasting, traveling, and gardening together. Barbara's son and daughter are both living and working in Tampa after completing successful college careers.

 

Associations and Memberships

Carrollwood Area Business Association Incoming President

Charity work within the community

 

Licenses

Series 7

Series 66

Life and Health Insurance

 

Education

Degree

  • Bachelor of Arts

Major

  • Business

Institution

  • University of South Florida

Investing involves risk, including the potential for loss of principal. 

Waddell & Reed is  not affiliated with any other entities referenced herein. 

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