Maria began working with Walter as his assistant in August of 2014. In this role, she is responsible for client service, including processing work and accuracy. She is also your point of contact for scheduling meetings. Before joining us, she worked in several different areas of the financial industry in both supportive and independent roles. Most recently, Maria worked for a local bank, where she was responsible for several of the same duties she is taking on for Walter. Maria holds a bachelor’s degree in English from the University of Cincinnati, which she chose for her love of reading and writing. When she is not working, Maria enjoys hiking, camping, and kayaking.
Maria is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm Waddell & Reed, Inc. 04/18