Tish Griswold, CRPC I give comprehensive, objective, integrated counsel on your current financial position, on managing taxes, on risk, on retirement planning, and on getting assets to the next generation. My broker is Waddell and Reed. Leave a Reply Cancel replyCommentEnter your name or username to comment Enter your email address to comment Enter your website URL (optional) Save my name, email, and website in this browser for the next time I comment.