Allan has been a Financial Advisor with Waddell & Reed, Inc. since August 2000. He has held the position of both District Manager and Financial Advisor. Allan works with clients to pursue their financial and retirement goals. His areas of concentration include budgeting, asset allocation, tax strategies and retirement planning. In his practice, he often works with other professional resources, such as CPAs, to better advise his clients. Prior to Waddell & Reed, Inc., Allan was a financial analyst with a local government-owned research and development facility for over 17 years, with a focus on Accounts Payable.
08/18