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Awards & Recognition

2017 Circle of Champions, Achievement Award:

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,

2017 Financial Planning Plaque:

This award is presented for excellence in financial planning. This is the fourth time Anneliese has been recognized for this achievement.

2016 Million Dollar Club Award (Twenty Five Million Dollars):

This award is presented in recognition of reaching a premier level of business development success.

2007 Pacesetter Award:

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.

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