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

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Personal Inflation Rate

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

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.