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Welcome to Waddell & Reed - Greater New York Market

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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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Greater New York Market Management Staff

Josh Ferreira

Josh Ferreira

Branch Manager & Director Business Management

860-308-2006

William Rambo

William Rambo

Executive Director Practice Development Consulting & Branch Manager

401-885-2342

Client Resources

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
Learn More

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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Questions? Let’s Connect.

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