Scott Caldwell
Financial Planner

Waddell & Reed, Inc.

Websites:

• http://www.waddell.com

I work with my clients to take a holitistic approach to understanding and educating them on their financial picture. We look at important areas such as growing your wealth, protecting your assets and creating a plan for all your money needs, whether present or future. We create a plan for building a long-term relationship built on professionalism, great customer care and knowing that all my clients understand what they are doing and why.

I also work with many businesses to plan for getting your business to grow through employee retention, but also on strategies to exit with ways to pass on your business or leave when you want to, not have to.

Educate, inspire and motivate people to understand their finances, where their money is going and why, and helping them feel good about saving for something or working towards a goal.

I work with my clients to understand the steps that are needed to make their lives better financially, as well as let them sleep better at night knowing what they hope to accomplish in the short-term and long-term of their lives.

I am still interested in finding a good car dealer and divorce attorney to partner with as a referral source.

BA in History, Secondary Ed Fully Securities licensed - Series 7, 66, Insurance

5 years in the Financial Services Industry