Harry joined Waddell & Reed in 1994. He earned his CFP® certification in 1999. He
is a member and past president of the Charlotte Chapter of the Financial Planning
Association. He has taught continuing-education classes in eight states for other CFP®
Harry received his bachelor’s degree in political science from Davidson College and his
master’s degree in wealth and trust management from Gardner-Webb University. He
has been a director of several non-profit organizations, including the Presbyterian
Samaritan Counseling Center and the Career and Personal Counseling Center. He is a
member of Avondale Presbyterian Church, where he has served as a ruling elder.
Nick and Harry bring more than 38 years of combined experience to their financial
planning clients. Throwing darts at financial goals seldom produces positive results.
Nick and Harry use holistic planning to help clients develop strategies. Both have earned
their CERTIFIED FINANCIAL PLANNER™ mark.
Nick holds Series 7 and 66 securities licenses. Harry holds Series 6, 7, 63, and 65 licenses.
Both Nick and Harry are also licensed to sell annuities, life, long-term care, and
Security registrations are held through LPL Financial.