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Welcome to Waddell & Reed - Ohio Valley-Tennessee Market

Wherever your life's journey takes you, we'll be there.
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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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Ohio Valley-Tennessee Market Support Staff

Client Resources

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.
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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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Business Planning

Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.
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