Broker Check

Welcome to Waddell & Reed - Washington / Alaska

Wherever your life's journey takes you, we'll be there.
Learn more about joining us as an Advisor or working with us as a client.

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We're saddened to share the news of the passing of our long-time colleague
Carol Akerson, CFP®

Remembering Carol

Supported Independence

Welcome to a community where you can build and grow a practice with the assistance of a carefully layered support system that can respond quickly to your needs. Discover Waddell & Reed.

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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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Northwestern WA/ Alaska Market Support Staff

Amy Stokes

Amy Stokes

Branch Administrative Assistant - Seattle

(206) 283-6661

Ann Eaves-Allen

Branch Administrative Assistant - Bellevue

425-455-4020

Jackie Baker

Branch Administrative Assistant - Tacoma

253-474-9555

Julia Coar

Branch Administrative Assistant - Lynnwood

425-774-9053

Kristina Kamm

Kristina Kamm

Branch Administrative Assistant - Bellingham

360-734-4728

Client Resources

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
Learn More

Why You Need an Estate Strategy

Do you have an estate strategy? You should.
Learn More

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
Learn More

Questions? Let’s Connect.

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