Our Vision - Foster financial literacy in the communities we serve
Our Shared Values - We invest time to help ensure a clear understanding of your background, philosophy, needs and objectives, and work with you, to pursue your goals.
Giving back - It is part of our strategic priorities. It is good for business and the communities we serve.
Our Performance - We measure our success by the extent to which we have positively impacted the lives of those around us: our people, our clients, our families and our communities
Our Motto - When we learn, we teach. And when we teach, we learn
Our Purpose - Helping our communities pursue their financial goals—one person, one family, one business at a time
Guiding Principle - We work hard to help our clients make decisions for their lives and their circumstances while helping them stay on track to their financial goals.
Our Leadership - Our knowledge gives us the compassion, experience and insight to help you work through your financial challenges.
Our Philosophy - The founders of Waddell & Reed were pioneers of the philosophy that investing and financial planning is for everyone—not just for the rich. This philosophy has guided our journey as a financial services team, inspiring us in what we do every day. Each person defines wealth differently. However you define it, we are here for you with help and guidance.
Diversity - It is key to our business strategy. An inspiration to celebrate our differences and a guide towards our vision. It reflects our values. It tells our story.
