Daralee Barbera, CFP, CMFC, CLF, Managing Principal, Waddell & Reed, Inc.

Waddell & Reed, Inc.
Investing. With a Plan®

Waddell & Reed brings exceptional passion to the financial planning process. Our mission is to focus on the unique goals, needs and objectives of our clients.  We are committed to the tailoring of appropriate investments, adequate insurance, and the financial planning process.

We believe in:
* Helping our clients make well-informed financial choices
* A comprehensive written financial plan based on the client’s values and needs
* Long-term client/planner commitment
* Honesty and full disclosure
* Investing on a regular basis
* The power of long-term investing
* Appropriate allocation and diversification of assets
* A portfolio approach to investments and insurance
* Appropriate tax reduction strategies



Established Name. Fresh Approach.

With more than 70 years as one of the nation’s most enduring asset management and financial planning firms, Waddell & Reed recognizes that adaptability is key to the success of our advisors and their clients.

And, while our name is well established, we’ve added a fresh approach. It’s the comprehensive product line-up and broad-spectrum of technology found in a wirehouse plus the competitive compensation structure and autonomy you’d expect of an independent firm…wrapped in Waddell & Reed’s unparalleled advisor support.

Our advisor-valued, client-centric approach allows us to put a FACE – Freedom, Access, Culture, Experience – to a unique, hybrid model you can’t find elsewhere. It’s something we call Supported Independence.  We think you’ll prefer to call it your future.

Waddell & Reed...Helping Advisors and Clients to Make the Most of their Financial Futures.
The Right Career. The Right Company. The Right Time. The Right Location.
A Career...With A Future. A Company...For Your Future.

Serving our clients since 1937

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

HOT TOPIC: Shoppers Still Waiting for Security Fix

Current trends in debit- and credit-card fraud and how shoppers can help protect their personal information and financial accounts.

Be Careful About Cashing Out

When leaving a job, what you could do with the assets you’ve accumulated in your employer-sponsored retirement plan.

Considering UITs

An overview of UITs with a focus on some important factors to understand when adding UITs to a portfolio.

You Need a Will. What About a Trust?

This article provides an overview of basic trust terms and structures and common types of trusts.

More Newsletters →