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About Waddell & Reed: Founded in 1937 as a Mutual Fund Company, Waddell & Reed has today grown to more than 200 offices nationwide. The company offers a wide array of investment products and services, fee-based financial planning as well as a variety of insurance products through arrangements with outside insurance companies.
About Scott Caldwell: Scott Caldwell, 37, has been a professional in the financial services industry for 4 years, and counsel’s clients throughout the Whatcom County community. As a personal financial advisor, Scott will help to develop customized financial plans, recommend investment strategies and counsel clients throughout the area. His expertise in financial counseling and planning makes her an ideal fit for individuals, families and Business owners to help develop a plan for meeting their needs for the short term and deal with their concerns for the long term.
Scott is happily married to his wife of 1 year, Renee and has a yellow lab, Symba (2). He enjoys running, playing soccer, reading and spending time with his wife to stay healthy and happy.
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Scott Caldwell
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Scott Caldwell