OUR MISSION...to be a resource and assist our clients in making informed financial decisions through education, communication, and the financial planning process, while keeping the clients interests paramount.
 

 

 

 

  

Welcome to a unique community - a community in which acts of "random kindness" occur on a daily basis, a place where you'll find your favorite beverage being served when you arrive and your birthdays and anniversaries fondly noted.
 It's a refreshing experience, and at its center, you'll find Jared W. Reynolds & Carroll Wilkerson, Financial Advisors with Waddell & Reed, who have reached out to their clients in an extraordinary way, and built long lasting friendships.
 Jared and Carroll are CERTIFIED FINANCIAL PLANNER   professionals with 30 years of combined experience.   They have created their service around personal care and client appreciation.
They can help you simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors, your family and of course, time on the water.

We help organize your assets, asset allocation strategy, insurance, and your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial future.

Ever expanding, our website is just an introduction to our friendly staff and full compliment of financial services.  As our name implies, we help pre-retirees and retirees plan financial futures and protect their hard-earned money.  We know you want more financial freedom, more free time for traveling and fishing, and more meaning from the years ahead - and we plan to make it happen!

 

 

Waddell & Reed, Inc

www.waddell.com

Securities and Investment Advisory Services offered through Waddell & Reed, Inc.,

a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor.

 

Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements.

 

This site is published for residents of the United States only. Financial Advisors of Waddell & Reed, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site may be available in every state and through every advisor listed.  For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762.