2319 Whitney Avenue
You've invested considerable skill and passion to sustain and grow that business. You deserve a partner who invests in you.
Hear Market Director Carl Marchitto talk about the value Waddell & Reed offers advisors in the New England and Greater New York market.
Waddell & Reed prevails competitively in a constantly evolving industry, reinventing while remaining true to the tenets that have shaped us, and always respecting what advisors value most:
Achieve for your business all that independent advisors value – client relationships, practice model flexibility, brand identity, freedom, control, and a full-service, open-architecture platform – plus a wealth management partner that continually works with you and advocates for you.
Community of support
Strengthen your business with the support of an intentionally layered community of:
Financial planning is our heritage and continues to inform how we go to market, serving as a catalyst for client success; a matchmaker for trusting, long-lasting advisor-client relationships; and the character engineer behind a friendly, loyal, caring and authentic advisor community.
Access to decision makers
You’re our greatest resource, and your value is not lost on us. As such, you have unprecedented access to decision makers and information, allowing you to initiate meaningful exchanges and transform challenges into action within an agile organization that reacts quickly to your needs.
Our financial strength affords countless benefits, and one that we value most is space for thoughtful and purposeful growth. In this space, we strategically focus on activities that allow you, the ultimate benefactor, to continue your growth trajectory, whether through expanding your team, succession planning, adding services for your clients, or other business-enhancing pursuits.