Waddell & Reed

6000 Fairview Road
Suite 310
Charlotte, NC 28210

Phone: 704.534.6778




Regardless of your stage in life, your income or your goals, you need a plan to help you accurately manage your finances. Short-term goals, long-term aspirations, daily expenses and insurance all come into play. How do you get it all under control? At Waddell & Reed, we offer in investments, insurance and comprehensive financial planning. Whether you have one simple need or would like an overall evaluation, we can help. Call me today to discuss the products and services that may be appropriate for you, and we can start down the path to financial success.

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