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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

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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Family View

As our parents grow older, it’s our turn to help them like they helped us. I can show you how. Call me today.
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Questions? Let’s Connect.

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