Financial Advisors Join Waddell & Reed, Inc.
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Nov 14, 2019--
Waddell & Reed, Inc. has added two independent financial advisors, with assets totaling more than $100 million, to its national network. These affiliations illustrate the firm’s “advisor first” approach and support its ongoing strategy to grow its team of experienced advisors and expand coverage across the nation.
Lisa Affolter affiliated Sept. 6, 2019, bringing a trailing 12-month total gross revenue of $572,000. She has been a financial advisor for 18 years, most recently with Commerce Brokerage Services, Inc. She serves the Peoria, Illinois, community which is led by Waddell & Reed complex manager Brian Willet.
Christopher Dulovich transitioned to Waddell & Reed Oct. 11, 2019, with a 12-month total gross revenue of $720,000. He has been a financial advisor for eight years, most recently with PNC Investments. He works in the Pittsburgh, Pennsylvania, market which is led by complex manager Jeff Mendola.
While pursuing its growth strategy, the firm also is reinvigorating its focus on advisor retention by advancing support, service and overall experience for its existing national network of independent advisors. This strategic evolution focuses on technology enhancements, product expansion, increased compensation and broadening support through programs such as the Great Practice Solutions customized practice development program and the Wealth Solutions Group, a team of credentialed product and sales support experts.
Founded in 1937, Waddell & Reed, Inc. provides financial planning services to clients throughout the U.S. through its network of financial advisors working in nearly 400 offices nationwide. Waddell & Reed, Inc. is a subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR), which had nearly $70 billion in total assets under management at Sept. 30, 2019. For more information about Waddell & Reed, visit waddell.com.
Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor.
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CONTACT: Roger Hoadley
KEYWORD: ILLINOIS PENNSYLVANIA KANSAS UNITED STATES NORTH AMERICA
INDUSTRY KEYWORD: BANKING OTHER PROFESSIONAL SERVICES PROFESSIONAL SERVICES FINANCE
SOURCE: Waddell & Reed, Inc.
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PUB: 11/14/2019 08:00 AM/DISC: 11/14/2019 08:01 AM