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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

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.
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What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.
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Questions? Let’s Connect.

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