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Welcome to Waddell & Reed and the offices serving the state of Florida,Georgia, and Alabama

Wherever your life’s journey takes you, we’ll be there.
Learn more about joining us as an Advisor or working with us as a client.

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Supported Independence 

Welcome to a community where you can build and grow a practice with the assistance of a carefully layered support system that can respond quickly to your needs. Discover Waddell & Reed.

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Be ready for what lies ahead

Looking for a financial advisor that understands your unique needs? Our team is highly qualified and committed to being there for you.

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Client Resources

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.
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Questions? Let’s Connect.

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