"The Advisor Medalist honor reflects the advisor's steadfast dedication to their clients, their community and the Waddell & Reed family," said Tom Butch, chairman and president of Waddell & Reed, Inc.
Among the Advisor Medalist program's many important advantages, members are able to tap into enhanced business-development resources for better serving their clients. These benefits range from a series of professional development opportunities to expedited business processes.
Contact information ( * required )
"While being named to the Advisor Medalist program means a great deal to me, I'm especially pleased to have access to business-development resources that ultimately will benefit my clients that much more," said Smrz.
Smrz has been a professional in the financial services industry for 20 years, counseling clients in the Chicagoland area on their financial goals and helping them pursue financial success.
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, which are offered through insurance companies with which Waddell & Reed has sales arrangements. For more information about Waddell & Reed, or about financial services in general, contact Mary Anne Smrz at 630-954-4611.