1200 Old Fairhaven Pkwy.
I opened the Fairhaven branch office with Waddell & Reed, Inc. because we strive to make lasting personal relationships with all our clients while maintaining the highest standards of integrity and professionalism in our relationship with you. Waddell & Reed has been offering a wide range of financial products and services to individuals and business owners since 1937. I believe that you may best be able to identify your goals and make educated financial decisions by utilizing our financial planning process.
If you are transitioning through any of these life stages, financial advising can help you pursue your goals:
Once you have contacted me to set up a no-obligation meeting, my priority is to get to know you and talk about your financial goals and current financial situation. I will give you a list of important documents to bring to the meeting so that you know what to expect and are fully prepared to discuss your goals.
At the meeting, I can work with you to develop a customized financial program by walking you through a step-by-step financial planning process. Once your goals have been established, we can work together to execute a personalized financial program that is designed specifically for you by utilizing the following products and services:
It is my goal to form a lasting partnership. This foundation allows us room to identify your needs and create a flexible financial plan that can give you confidence today and well into the future.
Waddell & Reed, Inc. offers financial planning services in its capacity as a Registered Investment Adviser. For more information, request a copy of the Waddell & Reed, Inc. Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them. (04/20)