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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>The Facts About Income Tax</p>

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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<p>Safeguard Your Digital Estate</p>

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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<p>The SECURE Act and Your Retirement Savings</p>

The SECURE Act and Your Retirement Savings

The SECURE Act was enacted in December 2019 and expands savings opportunities for workers and includes new requirements and..
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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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