Waddell & Associates Named a 2022 Best Places to Work for Financial Advisers
NASHVILLE, Tenn. (Feb. 16, 2022)—Waddell & Associates—a fee-only, SEC-registered investment advisory firm with offices in Nashville, Tenn., Memphis, Tenn. and Aspen, Colo.—has been recognized by InvestmentNews as a 2022 Best Places to Work for Financial Advisers.
Waddell & Associates was chosen as one of this year’s top 75 financial firms based on employer and employee surveys, which focus on everything from company culture, benefits, career paths and more.
“Being recognized as one of the top workplaces for financial advisers is an incredible honor,” said David Waddell, CEO of Waddell & Associates. “In our business, our people are everything. Understanding that our advisers feel valued, trusted, appreciated and secure at the highest levels within our industry means our core values, leadership, culture and execution truly align. If our advisers feel great, they stand equipped to make our clients feel great, and if our clients feel great, our firm will grow. Therefore, it’s no coincidence that the year in which we won this award was also a record year of growth for our firm.”
InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.
“In a year that’s seen so much turmoil in the workplace—from mask mandates and canceled office reopenings to The Great Resignation—InvestmentNews is proud to spotlight those firms with a proven record of investing in their most valuable resource: their employees,” said Paul Curcio, executive editor of InvestmentNews. “We applaud this year’s finalists and wish them all the best in 2022.”
To learn more about the InvestmentNews 2022 75 Best Places to Work for Financial Advisers, visit Bestplacesforadvisers.com.
Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the advisor by any client nor are they representative of any one client’s evaluation. Generally, rankings are based on information prepared and submitted by the advisor, or the amount of assets under management by the adviser. Please refer to the more thorough disclosure and additional information about the criteria used in making these rankings via the website of the publication and/or organization (see link provided) granting such recognition.
About Waddell & Associates
Founded in 1986, Waddell and Associates (W&A) is a fee-only, SEC-registered investment advisory firm dedicated to enriching life by providing clarity. W&A’s goal is to provide financial planning, investment management, and communications services. W&A clients are entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions who have entrusted the firm to manage their investments and planning needs. For more information about Waddell & Associates, visit www.wealthstrategists.com.
About InvestmentNews
InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.
The InvestmentNews headquarters are located in New York, with offices in Washington D.C. InvestmentNews is part of Bonhill Group.
