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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>Capital Gains Tax Estimator</p>

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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<p>Revising Estate Strategy Assumptions</p>

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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<p>Inflation & Retirement</p>

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.
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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.

Contact an advisor today

Questions? Let’s Connect.

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