Waddell & Reed, Inc. Adds 10 Experienced Advisors

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OVERLAND PARK, Kan.--(BUSINESS WIRE)-- In a continuation of its strong recruiting efforts this year, Waddell & Reed, Inc. has added 10 experienced financial advisors to its national network within the last two months, with combined prior firm assets under administration (AUA) totaling $458.3 million and annual prior firm production totaling $3.5 million.

Since Jan. 1, 2020, 32 advisors, including those announced here, have affiliated with Waddell & Reed, driving new advisor revenues for the year to nearly $1.9 billion in AUA and $12.1 million annual production.

Advisor	Prior Firm	City, State	Transition Date
Kristine Stewart, CFP®, CLU®, ChFC®, CASL®	AXA Advisors	Saint Johns, Florida	July 10, 2020
Shawn Graham	Edward Jones	Griffith, Indiana	July 20, 2020
Vicki Andrews	KMS Financial Services	Normandy Park, Washington	July 20, 2020
Edward G. Everitt, CPA, PFS	KMS Financial Services	Federal Way, Washington	July 20, 2020
Al Nicolosi, CRPC®	Ameriprise Financial	Cherry Hill, New Jersey	July 31, 2020
Ethan Binnion, AAMS®, CRPC®	Edward Jones	Plano, Texas	Aug. 21, 2020
Scott Frazer, CFP®	Charles Schwab	Parker, Colorado	Aug. 31, 2020
Bobby Fairbrothers	Oppenheimer & Co., Inc.	West Warwick, Rhode Island	Sept. 1, 2020
Kristin Hanneman	Morgan Stanley	Vancouver, Washington	Sept. 2, 2020
Thomas Dias, CFP®	RBC Advisor Services	Fresno, California	Sept. 4, 2020

As part of its growth strategy, Waddell & Reed also continues its focus on advisor retention by advancing support, service and overall experience for its existing national network of independent advisors. This strategic evolution has been focused on technology enhancements, product expansion, increased compensation and broadening support through programs such as the Great Practice Solutions customized practice development program and the Wealth Solutions Group, a team of credentialed product and sales support experts.

Founded in 1937, Waddell & Reed, Inc. provides financial planning services to clients throughout the U.S. through its network of more than 1,300 financial advisors and advisor associates nationwide. Waddell & Reed, Inc. is a subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR). For more information about Waddell & Reed, visit waddell.com.

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor.