Reading, PA (PRWEB) October 6, 2009
Merra Lee Moffitt, AWMA, CMFC, CFP ®, Financial Advisor, recently was invited to attend Waddell & Reed, Inc.'s 2009 Top Advisors' Forum, an exclusive gathering of the company's top financial advisors from around the country. The nationally recognized asset management and financial planning firm brought approximately 55 advisors to its headquarters in Overland Park, Kan., in October for the three-day meeting, which included intensive discussions with the firm's senior executives and investment managers.
"Having this opportunity to spend some meaningful time with Waddell & Reed's executive and investment management teams was extremely invaluable, as it will allow me to serve my clients that much better," said Moffitt.
The company annually arranges the high-level meeting as a forum for its top advisors to exchange ideas and to hear directly from Waddell & Reed's skilled investment management team. Advisors are selected by Waddell & Reed based on their sales performance in three primary areas: investment volume, insurance sales and financial planning services.
"Merra Lee Moffitt obviously serves her clients and community well, and we could not be more pleased to have her as part of the Waddell & Reed family," said Thomas W. Butch, chairman and president of Waddell & Reed, Inc.
Moffitt has been a professional in the financial services industry for 8 years, counseling clients on their ongoing financial affairs and goals. She joined Waddell & Reed in 2002.
Founded in 1937, Waddell & Reed has grown to more than 450 offices nationwide. The company offers a wide array of investment products and services as well as a variety of insurance products through sales arrangements with insurance companies. For more information about Waddell & Reed, or about financial services in general, contact Merra Lee Moffitt at 610-374-6249.