Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
The financial future you want
The products and services to help you get there. Waddell & Reed offers investments, access to insurance and comprehensive financial planning.
Supporting the community
Running a small business is about more than profit and loss. It’s about contributing to the health of the community and being a good neighbor.
Home and Patio Show - September 2018
We were proud to be a part of the Jacksonville Home and Patio Show in September. Enjoyed meeting some new people and seeing some old friends.
Clay County Business and Health Expo - September 2018
The Business and Health Expo in Clay County was a huge success. Waddell & Reed was excited to be represented among the vendors at this great event.
I work with you
Your needs and priorities will shift at various turning points in life, and so should your financial strategy. I can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.
Retirement resources
How much money will you need for retirement? What retirement savings vehicles should you be considering? Get answers here.
Investing insights
Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
Money management tips
One of the keys to a sound financial strategy is spending less than you take in. Get tips on budgeting and money management.