Welcome to Waddell & Reed and the offices serving the Carolinas.

Our team of financial advisors is committed to being there for every step of our clients’ financial journeys:

  • Listening to their objectives, needs, values and expectations.
  • Planning by identifying goals and taking consistent actions toward achieving them.
  • Advising through all stages and changes that life may bring.

We hope you choose to begin or continue your financial journey with us. To get started, find the branch office closest to you and get to know our team.

 

Career Opportunities
Launch a new career as a financial advisor or grow your already established practice at Waddell & Reed. Our supportive environment helps connect you with clients and community. Explore your future now.

Newsletters

Calculators

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Savings Accumulation

    Estimate the future value of your current savings.