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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?

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

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.
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Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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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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Questions? Let’s Connect.

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