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Welcome to Waddell & Reed - Northern CA/Reno Market

Wherever your life's journey takes you, we'll be there.
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Supported Independence

Welcome to a community where you can build and grow a practice with the assistance of a carefully layered support system that can respond quickly to your needs. Discover Waddell & Reed.

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Be ready for what lies ahead

Looking for a financial advisor that understands your unique needs? Our team is highly qualified and committed to being there for you.

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Northern CA/Reno Market Support Staff

Aida Elafifi

Branch Administrative Assistant

(408) 369-9400

Katie Wendel

Katie Wendel

Complex Administrative Assistant

(775) 827-0555

Kevin Yamamoto

Kevin Yamamoto

Executive Director Advisor Acquisition

(925) 689-9600

Lindsay Dembosz

Branch Office Associate

(707) 255-3733

Patrick Gaskill

Patrick Gaskill

Branch Manager / Executive Director Practice Development Consulting

(775) 827-0555

Client Resources

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.
Learn More

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
Learn More

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Learn More

Questions? Let’s Connect.

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