• Waddell & Reed

    • Financial Planning/Investments
    2701 North Rocky Point Drive
    Suite 400
    Tampa, FL 33607
    (727) 409-7761
    (813) 286-7347 (fax)
    Hours:
    Call 727-409-7761 to schedule an appointment with Barbara Sekely or email Bsekely@Wradvisors.com.

    About Us

    Waddell & Reed is a national company founded in 1937. We take a personalized approach to investing with our clients. We have helped millions of Americans develop financial plans to help them towards read more
    • About

      Waddell & Reed is a national company founded in 1937. We take a personalized approach to investing with our clients. We have helped millions of Americans develop financial plans to help them towards their dreams, such as sending their children to college, providing for retirement or simply accumulating assets. We have succeeded by helping people to identify their goals and by developing strategic plans for working towards those goals. Simply, we believe in Taking Planning Personally. Securities and Investment Advisory Services offered through Waddell & Reed, Inc. a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor.

    • Highlights

      • Financial Planning
      • College Planning
      • Retirement Planning
      • Small Business Planning
      • Investment Strategies
    • Media

    • Whom to Contact

      • Matthew Madden
        2701 North Rocky Point Drive
        Suite 400
        Tampa, FL 33607
        Phone: (813) 286-9196
        Fax: (813) 286-7347
      • Barbara Sekely
        Financial Advisor
        2701 North Rocky Point Drive
        Suite 400
        Tampa, FL 33607
        Phone: (727) 409-7761
        Fax: (813) 286-7347