At Elevánt Wealth, Brian Scott and Daniel King have chosen to work as independent financial advisors with Waddell & Reed as their broker/dealer, to provide products & services. Waddell & Reed has been serving the financial needs of families, individuals and businesses for more than 80 years.
Founded by two World War I veterans, Chauncey Waddell and Cameron Reed, in 1937, they have been dedicated ever since to helping people achieve their financial goals.
As one of the oldest planning firms in the United States, Waddell & Reed provides its independent financial advisors with programs and platforms that facilitate financial planning, retirement planning, education funding, investment strategies, insurance, estate planning and much more.
Founded in 1939 and with over $1.7 Trillion in global client assets, many of the world’s most complex financial services firms - including Waddell & Reed, Inc. - rely on Pershing LLC, a BNY Mellon company, for clearing and custody of client brokerage accounts, powerful systems and tools, and key services for our advisors.
Crump Life Insurance Services, a leading third party distributor and service provider of insurance and retirement products, is part of BB&T Insurance Holdings, Inc., the fifth largest insurance broker in the world. Crump supports the distribution of traditional life, annuity, long term care, disability, and health products with the industry’s premier sales and back-office support and technology services.
Established in 1995, Associates of Clifton Park is national leader in the long-term care insurance business. As of 2015, they had helped write over one hundred thousand LTC insurance policies across all 50 states. Associates of Clifton Park provides additional depth, experience and products for the team at Elevánt Wealth to utilize with our clients in the complex arena of long-term care and Medicare planning.
Waddell & Reed is not affiliated with any other entities referenced. Third party content and logos are being used with permission. (12/20)