Welcome to Waddell & Reed and the offices serving the states of Florida, Georgia, and Alabama.

Our team of financial advisors is committed to being there for every step of our clients’ financial journeys:

  • Listening to their objectives, needs, values and expectations.
  • Planning by identifying goals and taking consistent actions toward achieving them.
  • Advising through all stages and changes that life may bring.

We hope you choose to begin or continue your financial journey with us.

 

Career Opportunities
Launch a new career as a financial advisor or grow your already established practice at Waddell & Reed. Our supportive environment helps connect you with clients and community.

 

Newsletters

Calculators

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.