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Local support

Meet our local team of professionals who know your market – and office in your building, city or region – and serve as first responders in the areas of:

  • Practice development, including assistance developing sales skills, mining new business, building your team, creating a succession plan.
  • Marketing and business development, including assistance in defining your business model, developing marketing plans and strategies, promoting your brand, and coordinating tactical plans for public relations, advertising, sponsorships, outreach and events.
  • Operations and technology support for system set up and training, troubleshooting, using client sales experience tools, and navigating portal and desktop platforms.

Our local professionals are lead by our in-market complex manager who provides guidance through the arc of your practice’s life, from exploration to transition to daily operations to succession.

Washington / Alaska Market Support Staff

Bothell Office

Coeur d'Alene Office

Kent Office

Mark  Burms

Mark Burms

Financial Advisor

(253) 478-3967

(253) 478-3967

Duvall Office

Joseph Lyons

Joseph Lyons

Financial Advisor

(425) 468-2210

(425) 318-6467

Activate your opportunity at Waddell & Reed. Contact us today.

Thank you!