Welcome to Waddell & Reed and the offices serving the New England 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.





  • Buying and Selling: Trading Basics

    Investors should understand basic terms and types of trades, like bid and ask prices, market order and limit order.

  • Indexed Annuities

    The benefits and risks of indexed annuities, including ways in which return rates are calculated.

  • Income for the Long Run

    A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.

  • Student Loans Meet Retirement

    Considering a higher-education loan for yourself or others? Here are some factors older adults should keep in mind.