Broker Check

Welcome to Waddell & Reed - Greater New York Market

Wherever your life's journey takes you, we'll be there.
Learn more about joining us as an Advisor or working with us as a client.

Join Waddell & Reed Find an Advisor

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.

Learn more about becoming an Advisor

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.

Contact an advisor today

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
Learn More

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
Learn More

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn More

Questions? Let’s Connect.

Name
Email
Phone
Question
Thank you!
Oops!