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Welcome to Waddell & Reed and the offices serving Pennsylvania, Western New York and Eastern Ohio

Wherever your life’s journey takes you, we’ll be there.
Learn more about joining us as an Advisor or working with us as a client.

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Supported Independence 

Welcome to a community where you can build and grow a practice with the assistance of a carefully layered support system that can respond quickly to your needs. Discover Waddell & Reed.

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Be ready for what lies ahead

Looking for a financial advisor that understands your unique needs? Our team is highly qualified and committed to being there for you.

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Client Resources

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.
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Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.
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Executive

You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.
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Questions? Let’s Connect.

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