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In The News, Awards & Photos


Jason Dobrzynski and Mary Anne Smrz named to Waddell & Reed’s Circle of Champions

Jason Dobrzynski and Mary Anne Smrz have qualified for the 2017 Waddell & Reed’s Circle of Champions conference, recognizing the top financial advisors affiliated with the company. This year’s event takes place May 8-11 in Kansas City, Missouri, where Chauncey Waddell and Cameron Reed founded the firm in 1937, and marking Waddell & Reed's 80th anniversary in 2017 in its hometown.

2017 Circle Wallpaper

This significant gathering – bringing together advisors from across the nation – is held each summer in a major U.S. city. Selection is based on an analysis of investment, insurance and financial planning sales generated by the advisor. More than 500 advisors out of Waddell & Reed’s national network of nearly 1,800 financial advisors qualified for this year’s event. This is the fourth time Jason and sixteenth time Mary Anne have earned this distinct honor.


Smrz and Dobrzynski Named to Waddell & Reed's Circle of Champions (Read More)


Smrz Named to Waddell & Reed Advisor Medalist Program (Read More)


Smrz Named to Waddell & Reed's Circle of Champions (Read More)


Smrz named to Waddell & Reed Advisor Medalist Program (Read More)


Jason Dobrzynski joins the Western Springs Business Association (Read More)


Jason Dobrzynski and Mary Anne Smrz tell the story of their joint practice (Read More)


Jason Dobrzynski and Mary Anne Smrz celebrate anniversaries as Financial Advisors (Read More)


Smrz Named to Waddell & Reed’s Circle of Champions (Read More)


Jason Dobrzynski achieves a professional milestone as a CERTIFIED FINANCIAL PLANNER™ professional (Read More)


Five years straight, Ivy Funds stays in Top Five of Barron's Five-Year Ranking of "Best Mutual Fund Families" (Read More)


Holiday Appreciation Event for Clients and Friends at the Morton Arboretum (photos)


DALBAR Again Awards Waddell & Reed Call Center for Outstanding Client Communication – click here for details


Dobrzynski and Smrz Named to Waddell & Reed’s Circle of Champions

(Read More)


Mary Anne Smrz Achieves Career Milestone

Mary Anne Smrz, CFP® Financial Advisor for Waddell & Reed, Inc. has reached the career milestone of completing 100 Financial Planning Service Agreements.

 

Waddell & Reed Financial Wellness Program
Featured in Federal Reserve Bank Research

(Read More)

 

05/17