Our Qualifications

Waddell & Reed has been working with individuals and businesses for over 70 years.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our experience to help you pursue your financial goals.

Eric Brown has earned the CMFC designation.
The CMFC Program is the only industry-recognized mutual fund designation. It is the result of collaboration between the College for Financial Planning^® and the Investment Company Institute (ICI), the primary trade association for the mutual fund industry. The program’s quality and thoroughness reflect the combined experience and expertise of the College and the ICI.

This designation provides the holder with a thorough knowledge of mutual funds and their various uses as investment vehicles. For more inofrmation go to www.cffp.edu.