Waddell & Reed maintains a genuine and straightforward approach, know our clients well, treat them with respect and measure our success by their success. This personal approach is the reason our advisors and their clients enjoy serious long-lasting relationships. Our mission, every day, is to provide help at all stages that life may bring.
Jeff started his career in 1993 as a Financial Advisor. He has over twenty years of experience as a financial leader and Advisor with top financial organizations. He is a graduate of North Central College with a degree in Business. As Branch Manager his strategy includes new advisor acquisition, client development, and advisor growth. His business experience as a leader provides advisors the opportunity to build and grow a successful advisory practice.
If you are an individual investor looking for financial direction, or an experienced advisor seeking a new opportunity, we should talk.
Jeff lives in Lee’s Summit, Missouri with his wife Linda, and their two children.