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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 Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
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What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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Walk in Our Shoes

Planning your financial future is a journey you don’t have to walk alone.
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Questions? Let’s Connect.

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