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 →

Time to Cash Out?

Common valuation methods and how small-business owners can get the best price when selling their businesses.

HOT TOPIC: Will College Pay Off? Big Bills Call for Smart Choices

A Federal Reserve analysis found investing in a college degree earned an average annual return of about 15% over the last decade.

HOT TOPIC: Last-Minute Legislation: 2014 Tax Extenders

50 temporary tax provisions for 2014 became law with less than 2 weeks left in the tax year; will any affect you?

Mutual Funds and ETFs

In spite of their similarities, there are some key differences between ETFs and mutual funds.

More Newsletters →