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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

Amy Stokes

Amy Stokes

Branch Administrative Assistant - Seattle

(206) 283-6661

(206) 283-9588

Ann Eaves-Allen

Branch Office Associate - Bellevue

(425) 455-4020

(425) 455-2262

Jackie Baker

Branch Administrative Assistant - Tacoma

(253) 474-9555

(253) 474-8495

Julia Coar

Julia Coar

Branch Administrative Assistant - Lynnwood

(425) 774-9053

(425) 774-0659

Kristina Kamm

Kristina Kamm

Complex Administrative Assistant

(360) 734-4728

Coeur d'Alene Office

Allyn Office

Kent Office

Mark  Burms

Mark Burms

Financial Advisor

(253) 478-3967

(253) 478-3967

Olympia Office

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

Thank you!