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Welcome to Waddell & Reed Mid-Atlantic Market

Wherever your life's journey takes you, we'll be there.

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Why Waddell & Reed?

Why Waddell & Reed?

Waddell & Reed prevails competitively in a constantly evolving industry, reinventing while remaining true to the tenets that have shaped us.

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Mid-Atlantic Market Support

Be ready for what lies ahead

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.

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Client Resources

<p>Do You Owe The AMT?</p>

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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<p>What Is My Life Expectancy?</p>

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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<p>When Should You Take Social Security</p>

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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