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Welcome to Waddell & Reed - New England / Greater NY

Wherever your life's journey takes you, we'll be there.
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Supported Independence

Welcome to a community where you can build and grow a practice with the assistance of a carefully layered support system that can respond quickly to your needs. Discover Waddell & Reed.

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Be ready for what lies ahead

Looking for a financial advisor that understands your unique needs? Our team is highly qualified and committed to being there for you.

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Greater New York Market Management Staff

Client Resources

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.
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Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.
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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.
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