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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

Lindsay Dembosz

Branch Office Associate

(707) 255-3733

Patrick Gaskill

Patrick Gaskill

Branch Manager / Executive Director Practice Development Consulting

(775) 827-0555

Client Resources

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
Learn More

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