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.

Newsletters

Calculators

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Capital Gains Taxes

    Estimate short-term and long-term federal capital gains taxes

  • Roth IRA Conversion

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

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.