8905 West Gage Boulevard, Suite 300Kennewick, WA 99336
This award is presented in recognition of outstanding achievement in business development and client service. Award recipients are invited to attend the Circle of Champions conference, where Waddell & Reed recognizes its top financial advisors. This is the sixth time Anneliese has earned this honor,
This award is presented for excellence in financial planning. This is the fourth time Anneliese has been recognized for this achievement.
This award is presented in recognition of reaching a premier level of business development success.
This award is presented in recognition of outstanding achievement in business development and client service during an advisor's first year.
These awards are presented annually by Waddell & Reed and are based on an analysis of investments, insurance and financial planning sales generated by the advisor. For more information regarding the awards and dates received, please contact Anneliese.