Broker Check

Office One

1673 Mahan Center Blvd.

Tallahassee, FL 32308

Office Two

317 N. Park Ave

Dothan, AL 36303

How U-Vest™ Financial Gives Back

Running a business is about more than profit and loss. Those things are important, yes, but it’s just as important to be a part of the community. That’s why we make giving back an integral part of our practice. 

We understand that getting involved with our community can have a powerful impact. Plus, it's the right thing to do!

We understand that getting involved with our community can have a powerful impact. Plus, it's the right thing to do!

Some of the organizations we support include:

  •  Animal Shelter Foundation

  • Down Syndrome Association of Tallahassee

  • Lemoyne Center For Visual Arts

  • Leon County Schools 

And it’s not just us!

And it’s not just us!

We are thankful we get to work with a broker who believes in supporting community as much as we do! Since its founding in 1937, Waddell & Reed has consistently been a strong supporter of community, cultural and charitable causes, both regionally and nationally. Waddell & Reed provides a platform for two types of philanthropic and charitable support: direct from the company and directly from financial advisors and employees.

In fact, employees and financial advisors are encouraged to select philanthropic organizations and events in which their involvement will have an ongoing and meaningful impact.

Our philosophy is to give generously and consistently to the communities we serve and to which we owe so much of our success – in business and in life.

We are proud to support local charities and charitable events. To learn more about the organizations we support and discuss your financial goals, contact U-Vest today! 

Thank you!
Oops!

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

(09/20)