
Waddell & Reed
1 Meridian Blvd., Suite 2C 02
Wyomissing, PA 19610
Phone: 610 374 6249
Fax: 610 374 6293
lwills@wradvisors.com
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I have worked in the financial services arena for over 20 years. I have worked on dealing desks in Europe and Australia, have established and run investment marketing departments for multi national corporations in both retail and wholesale environments. I have also given presentations on retirement savings and financial preparation for retirement in 8 countries. This was the focus of my Doctoral research and I have just completed my Ph.D. on "Personal Financial Preparation for Retirement". I also have a Masters degree in Business and a Bachelors Degree in Psychology. I am also a professionally trained presenter.
Specialties.
I am able to marry practical experience in the financial services arena with the intellectual rigor required for a Ph.D., which I am informed is a unique combination.
I run workshops on Funding Children's Education and Divorce Resource for those needing to sort out their financial affairs.
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