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Welcome to Waddell & Reed - Greater New York Market

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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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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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.
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And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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