Broker Check

Welcome to Waddell & Reed Arizona & Utah Market

Wherever your life's journey takes you, we'll be there.
Learn more about joining us as an Advisor or working with us as a client.

Join Waddell & Reed Find an Advisor

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.

Be ready for what lies ahead

Looking for a financial advisor that understands your unique needs? Our team is highly qualified and committed to being there for you.

Contact an advisor today

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.
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Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Learn More

Questions? Let’s Connect.

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