Broker Check

Office One

1673 Mahan Center Blvd.

Tallahassee, FL 32308

Office Two

317 N. Park Ave

Dothan, AL 36303

Meet Our Broker: Waddell & Reed

U-Vest™ Financial & Waddell & Reed

We are an independent practice working with an established and respected broker-dealer and investment advisor, Waddell & Reed Inc. Waddell & Reed has been in business since 1937, and the strength of our relationship means we have access to a full suite of financial planning services.

What does that mean for you?

It means you’ll experience the personal touch and customer service advantages of working with U-Vest™ Financial’s independent advisers, along with the financial strength and scale of a financial company that has managed personal and business assets for more than 80 years.

Waddell & Reed has been serving the financial needs of families, individuals and businesses for more than 80 years.

Waddell & Reed is a pioneer in the financial planning industry. Our national network of experienced financial advisors can help you create a personalized plan to help you identify financial goals and get you where you want to go in life.

Our Process

Founded by two World War I veterans, Chauncey Waddell and Cameron Reed, in 1937, we’ve been dedicated ever since to helping people achieve their financial goals so they can get where they want to go in life.

Our History

Today, Waddell & Reed, Inc., has offices in communities around the United States. Advisors help businesses, families and individuals plan for their future, regardless of background or level of wealth, one step at a time.

Our Values

Waddell & Reed, Inc. is a subsidiary of publicly traded Waddell & Reed Financial, Inc. (NYSE: WDR). Through its subsidiaries, Waddell & Reed Financial, Inc. provides investment management and financial planning services to clients throughout the U.S.

Want to discuss your financial goals and strategies to pursue them? Need to schedule an appointment? Contact us today.

Thank you!