Susan started her journey with Waddell & Reed as a Branch Office Associate in August of 2017. Her primary responsibilities are to ensure the efficient operations of the Plaza office and support the Advisors and Field Leaders by assisting with administrative tasks. Her previous career experiences have prepared her for her role as the Complex’s event planner as well. Susan enjoys every aspect of planning and executing events that express gratitude and appreciation to our Waddell & Reed clients and Advisors.
Susan and her husband Ed have 5 children, 6 grandchildren and a Boxer named KC. She enjoys spending time with family and friends, exploring Kansas City’s arts and culinary scenes, and doing creative projects around the house and for others.
Susan acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. 07/18