"My mission is to provide a warm and welcome visit for all who walk through our door and to provide excellent customer service to every client. My goal is to greet our visitors and clients with a smile and cheerfulness that can help them feel as if they are the center of this Waddell & Reed family. Our clients expect us to be knowledgeable and helpful and I will strive to meet or exceed their expectations. “ Ann joined Waddell & Reed as an administrative assistant in 2009. Ann is committed to strengthening client relations, while providing a positive energy in assisting advisors.
Ann acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. 03/19