Paulette came to Waddell & Reed, Inc. in 1986 at our Chicago branch before relocating to Memphis. As a Financial Advisor with Waddell & Reed, Paulette's goal is to enhance her client’s investments, savings, retirement plan, and overall education of the market. By first building a strong relationship with her clients, she is able to assess their individual needs and goals and further help pursue their potential for an indpendent financial future.
After working together with her clients to develop a plan based on their outlined goals and risk tolerance, Paulette then implements a plan and tracks its progress, helping to ensure that the investments continue to represent the clients’ objectives and focus.
Furthermore, Paulette knows how vital communication and accessibility is to her clients throughout this process. Therefore, she is committed to making herself available to her clients, and she makes sure to explain the products, benefits, and value in each decision clearly and concisely to them as well. Similarly, Paulette is an attentive and active listener, and she understands that as her clients’ concerns change, their plan must also convey those changes.
Paulette currently resides in Memphis where she is a passionate supporter and former board member of the local Court Appointed Special Advocates group. Additionally, she is an active member on the board of her church. In her spare time, Paulette enjoys visiting her three children who live in Chicago as much as possible. She also is an avid runner and has run three marathons to date.
Waddell & Reed offers financial planning services in its capacity as a Registered Investment Adviser. For more information request a copy of the Waddell & Reed, Inc. Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them.
Investing involves risk, including the potential for loss of principal.
Waddell & Reed is not affiliated with any other entities referenced herein.