Why Waddell & Reed?
Waddell & Reed prevails competitively in a constantly evolving industry, reinventing while remaining true to the tenets that have shaped us.
Leadership Team - Mid-Atlantic Market
Mid-Atlantic Market Support
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.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Family View
As our parents grow older, it’s our turn to help them like they helped us. I can show you how. Call me today.
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