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

  • Going Public

    A discussion on the initial public offering (IPO) process, recent trends, and investment risks.

  • Bracing for Higher Rates

    Bond laddering is a time-tested strategy that can help manage interest rate risk.

  • Monetary Policy Update

    How the Federal Reserve's monetary policies influence interest rates, economic growth, and inflation.

  • Birthday Opportunities

    Test your knowledge of the financial benefits and responsibilities related to certain age milestones between 50 and 70½.

Calculators