Waddell Group

Waddell Group
Waddell Group

Christopher Waddell, CFP®,
Managing Principal, An Independent Firm
1952 Gallows Road, Suite 102
Vienna, VA 22182

Special Needs Planning Questions

As parents (of three children-two of whom have special needs) and financial advisors, we have a unique commitment to helping other families with special needs achieve financial security.

Christopher Waddell, a CERTIFIED FINANCIAL PLANNER™ professional, has dedicated his career to helping employers provide financial education, group retirement and insurance solutions, and business continuity plans; and to providing his clients with exceptional financial guidance for more than two decades. Many of his clients are multi generational families, with complex investment, risk management and estate planning issues. Prior to affiliating in July 2007 with Raymond James Financial Services, Inc., Christopher was managing principal with Waddell & Reed, Inc., where he supervised 24 financial advisors in the Mid-Atlantic area.

Christopher regularly appears in national and local media, including Business Week, CNBC, Comcast CNN, and Financial Planning magazine, and, since 2006, has been named in the Consumer Research Council of America’s annual Guide to America’s Best Financial Planners.

Christopher is in training for the 2009 San Antonio Rock’n’Roll Marathon to raise funds for autism research, his fifth annual Run for Autism starting with the 30th Marine Corps Marathon in 2005. He is past president of the Autism Society of America Northern Virginia Chapter. Christopher graduated from Georgetown University with a Bachelor’s in Psychology and English.

Theresa Waddell, a Certified Public AccountantSM and Chartered Mutual Fund CounselorSM, is well-versed in helping families with complex tax and estate planning issues. She also works with medical and legal practices, closely- held businesses and executives. Prior to affiliating in July 2007 with Raymond James Financial Services, Inc., Theresa was district manager with Waddell & Reed, Inc., manager of internal audit with The Nature Conservancy in Arlington, VA, and senior auditor with the National Geographic Society and Arthur Andersen & Co. in Washington, D.C.

Theresa is past president of the Northern Chapter Virginia Society of CPAs. Since 2005, she has been voted annually by her peers as a “Super CPA” in financial planning and estate planning and trusts in the Virginia Business Magazine.

The family was featured on ABC’s World News Tonight in February 2007 and in The Washington Post in August 2008. Theresa graduated from Georgetown University with a Bachelor’s in Accounting and International Management.

* CPA services are provide by Theresa Waddell, CPA and are not a service of Raymond James.

www.waddellgroup.net
703-881-9173, 703-801-2107
703-881-9174

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Waddell Group