The conference is conducted each summer by the asset management and financial planning firm, with selection based on an analysis of investments, insurance and financial planning sales generated by the advisor. More than 500 advisors qualified for this year's event, out of Waddell & Reed's national network of over 1,800 financial advisors. Smrz will participate in the conference June 20. This is the twelfth time that Smrz has earned the honor.
Mary Anne has been a professional in the financial services industry for 20 years and counsels clients throughout Chicagoland on their long-term investment goals. She joined Waddell & Reed in 1993, earned a bachelor's degree from the University of Illinois at Chicago and a master's degree from the University of Massachusetts in Amherst.
Founded in 1937, Waddell & Reed today has grown to more than 160 registered offices nationwide. The company offers a wide array of investment products and services, as well as a variety of insurance products through arrangements with outside insurance companies. For more information about Waddell & Reed, or about financial services in general, contact Mary Anne at 630-954-4611, Extension 118 or email firstname.lastname@example.org