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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>Social Security Taxes</p>

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
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<p>And the Executor Is</p>

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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<p>Financial Planning</p>

Financial Planning

Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.
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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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Questions? Let’s Connect.

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