I have been Kathy and Julie's advisor assistant since 2019. I am committed to supporting and helping to grow their client relationships. I have worked in administrative and client service roles for over 7 years.
Cassie acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Waddell & Reed 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 Advisors she supports. In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. 06/20