At Waddell & Reed, our vision is to help you work toward your financial aspirations. Since 1937, we have been committed to helping investors develop and work toward financial goals personalized to their situation. We do this by providing personal, comprehensive financial planning, investments and insurance products.
Fred has been in the financial services industry since 1988 and has a background of diverse roles including advising, supervision, business management, marketing and leadership. In his current position as Managing Principal, Fred is able to focus on his true passion of recruiting, equipping and supporting Financial Advisors.
In summer of 2016, Fred, along with his lovely wife, Tess and their children, relocated to the Boise area. In his free time, you will find Fred enjoying time with his family, golfing, travelling, and enjoying quality food.