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We service clients in multiple states. Physical Locations in Florida, Georgia, & Alabama.

833-572-2288Find U-Vest® Offices

Client Center

To offer the best financial advice for YOU, we encourage our new clients to complete as much as they can of the forms below for our "Get Acquainted Meeting." 

If you need assistance filling out the forms, please don't hesitate to contact us.


Forms & Documents (General):

Once complete, be sure to email them to your financial advisor or bring them to your next meeting. These can be filled out digitally, so please don't forget to "Save" before you close the document.

Please bring the relevant supplementary materials listed (on the Documents Needed form) to the meeting as well.

What to bring to the meeting:

Here is a list of supplementary materials to bring so we can properly study, analyze, and prepare a personal plan for you.

Office Maps:

If needed, download our office maps!

We Invest in U!

We Invest in U!

Here at U-Vest® Financial, we strive to motivate our clients to plan for their financial future, work to reduce the aggravation of financial confusion, and EMPOWER clients with our hands-on approach. You deserve a strategy that adapts to your needs.

You chose the financial advisors that’ll invest time and resources in YOU! Have confidence in your financial planning and investments.

Welcome to the U-Vest® family! 


Need to schedule a meeting with your U-Vest® Financial Advisor? 

Click here to schedule. 

Questions about your account? Please contact us.

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Waddell & Reed is not affiliated with any other entities referenced. 

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