Waddell & Reed
As a Financial Advisor I have had the privilege of working with individuals and couples in identifying, prioritizing and working towards their goals. I am a CERTIFIED FINANCIAL PLANNER™ professional and have the training to provide comprehensive advice individualized for your unique situation.
My experience includes small business owners, college planning, divorce planning, newly combined households, and investment advice.
Waddell & Reed is not affiliated with CBN.
Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor.