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Waddell & Reed, Brian Wong
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Service type
Sorry this pro can’t do your job, but we know other pros who can.
Introduction: Brian has been with Waddell & Reed for fifteen years and is currently in the top 1% of Advisors based on total sales production. He earns his recognition from emphasizing a unique and personable approach with his clients. Ranging from young families to retirees seeking wealth management and estate planning strategies, clients may build a long-term relationship with Brian allowing him to help them leave a positive legacy for their family and friends.
Investments, Retirement Planning, CFP, Financial Planning, Financial Planner
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