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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.
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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

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.
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A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Business Planning

Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.
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Questions? Let’s Connect.

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