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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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.
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Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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Consequences

Make more informed financial decisions with the W&R Wealth Management Site. I can show you how.
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Questions? Let’s Connect.

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