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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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Why Waddell & Reed?

Waddell & Reed prevails competitively in a constantly evolving industry, reinventing while remaining true to the tenets that have shaped us.

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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

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.
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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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