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

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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 the community as much as we do! The LPL Financial Foundation was established to give back to the communities where our clients and employees live and work. LPL provides direct financial support to charitable organizations, offers matching gifts for LPL financial professional and employee contributions, and coordinates ongoing employee giving and volunteer activities.

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! 

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

(09/20)