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Welcome to Waddell & Reed and the offices serving the state of Texas

Wherever your life’s journey takes you, we’ll be there.
Learn more about joining us as an Advisor or working with us as a client.

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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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Client Resources

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.
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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?
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Questions? Let’s Connect.

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