Jodie Beatty, CRPS
Regardless of your life stage, income, or goals, I can work with you to manage your investments, and create a financial plan to help you analyze your short-term goals, long-term aspirations and work toward meeting your financial targets.
Located in Fairhaven area of Bellingham, WA, I’ve been a financial advisor with Waddell & Reed since 2005. As a financial advisor, I offer investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, I can help.