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

Wherever your life’s journey takes you, we’ll be there.

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Why Waddell & Reed?

Why Waddell & Reed?

Waddell & Reed prevails competitively in a constantly evolving industry, reinventing while remaining true to the tenets that have shaped us. 

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Client Resources

<p>&#8220;Dirty Dozen&#8221; Tax Scams to Watch For</p>

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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<p>Choosing a Business Structure</p>

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”
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<p>Healthcare Costs in Retirement</p>

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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Be ready for what lies ahead

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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