My name is Jimmy Apodaca and I am the Branch Manager for our offices in Southlake and North Dallas.
I graduated from West Point in 1985 and served in the 82nd Airborne Division at Fort Bragg. In 1991, I separated from the military and worked as an engineer for ten years in Amarillo, TX. My passion to help families with their financial planning goals fueled the decision to start the career as a Financial Advisor. The opportunity to help people with their financial decisions is as exciting and rewarding today as it was when I started 16 years ago. I moved to the Dallas/ Fort Worth metroplex ten years ago with my wife and four daughters to manage the Southlake, TX location.
As a member of the Waddell & Reed leadership team, I am dedicated to developing and helping financial advisors leverage their strengths and experiences to build successful practices. I approach every day eager to serve as mentor to both new and seasoned financial advisors; prepared to provide the knowledge and resources to grow their practice. I am committed to building an office that demonstrates the collective passion we share for our clients and our community. I welcome a conversation personally to discuss your practice and the goals you have for your clients and family.
Waddell & Reed is not affiliated with any other entities referenced herein. 06/18