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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

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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What happens if I withdraw money from my tax-deferred invest

Withdrawing funds from retirement accounts before turning age 59 ½ usually triggers a 10% tax penalty
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