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  • Waddell & Reed

    • Financial Planning/Investments
    3348 Heart Pine Ave
    Odessa, FL 33556
    (727) 203-3388
    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

      • Suzy Mickel
        Advisor Assistant
        3348 Heart Pine Ave
        Odessa, FL 33556
        Phone: (727) 203-3388
      • Barbara Sekely
        Financial Advisor
        3348 Heart Pine Ave
        Odessa, FL 33556
        Phone: (727) 203-3388
        Cell Phone: (727) 409-7761