Welcome to Waddell & Reed and the offices serving the Bay Area.

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.

 

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.

 

Culture of Collaboration

What resonates with advisors about aligning their practices with Waddell & Reed? A spirit of collaboration and consultation. A passion for helping clients. A firm that feels like home.

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