Darlene joined our practice in October 2015 after working in the school system for 15 years. She is responsible for preparing, processing, and ensuring the execution of documents in addition to handling the daily functions of the office. She is an integral part in the efficiency of the practice.
Darlene excels at working in fast-paced environments that demand strong organizational, technical, and interpersonal skills. She handles confidential matters professionally and is committed to superior customer service.
Darlene is not employed by Waddell & Reed, but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. 08/18