As a member of the Waddell & Reed leadership team, I am dedicated to developing field leaders and helping financial advisors leverage their strengths and experiences to build successful practices. I approach every day eager to serve as mentor to both new and seasoned financial advisors; prepared to provide the knowledge and resources to take their practice to the next level; and committed to building an office that demonstrates the collective passion we share for our clients and our community.
I manage 6 locations (Tallahassee, Jacksonville, Thomasville, Albany, Dothan and Daphne) and over 27 Financial Advisors and Administrative Assistants.
Waddell & Reed brought me to Tallahassee, September 2011. I relocated here to take on the leadership of the Tallahassee Division of W&R. My wife and I have really enjoyed Tallahassee as a place to raise our 3 children. The community has been very warm and welcoming to us and we’ve enjoyed it thus far.
Since 1937, Waddell & Reed’s approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. Our personal approach is the reason Waddell & Reed advisors typically enjoy long-lasting client relationships. We take your journey seriously, and will be there every step of the way, focusing on these key principles:
- To us, success demands not only a deep understanding of your objectives, but your needs, values, time horizon, risk tolerance and expectations.
- By building personalized plans supported with highly competitive investment products and dedicated service, we enable you to not only identify goals, but take consistent action toward achieving them.
- Our mission, every day, is to help clients at all stages and through the changes that life may bring.