Welcome to Waddell & Reed and the offices serving the Arizona & Utah 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.

 

 

Phoenix Mercury Kids Clinic

Waddell & Reed hosted a Kids Clinic with the Phoenix Mercury WNBA team. Kids participated in a basketball camp while their parents learned the importance of investing for education. After the session, families attended a Phoenix Mercury game.

 

 

Waddell & Reed is not affiliated with the Phoenix Mercury.

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Calculators

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Personal Inflation Rate

    Is your personal inflation rate higher or lower than the CPI?