Waddell & Reed Financial Advisors

Financial Planning/Investments

About Us

Waddell & Reed is a national company founded in 1937. We take a personalized approach to investing with our clients. We have helped millions of Americans develop financial plans to help them towards their dreams, such as sending their children to college, providing for retirement or simply accumulating assets. We have succeeded by helping people to identify their goals and by developing strategic plans for working towards those goals. Simply, we believe in Taking Planning Personally. Securities and Investment Advisory Services offered through Waddell & Reed, Inc. a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor.


  • Financial Planning
  • College Planning
  • Retirement Planning
  • Small Business Planning
  • Investment Strategies


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Rep/Contact Info

Suzy Mickel
Advisor Assistant
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Barbara Sekely
Financial Advisor