Welcome to Waddell & Reed and the offices serving the state of Florida and southern Georgia/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. To get started, find the branch office closest to you and get to know our team.

 

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. Explore your future now.

Newsletters

Calculators

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?