Waddell & Reed adviser named to Circle of Champions

WEST WARWICK – The national asset-management and financial planning firm Waddell & Reed has selected Rhode Island financial adviser Molly Schroeter for its Circle of Champions, with recognition at the company’s Grapevine, Texas, conference on June 19, the firm announced.
Waddell & Reed chooses participants for its Circle of Champions conference based on analysis of investments and insurance and financial planning sales generated by the advisor. Of the company’s national network of 1,700 financial advisers, 550 qualified for this year’s event.
Schroeter, who has been in the financial services industry for 24 years and joined Waddell & Reed in 1990, works from the firm’s Narragansett and West Warwick offices.
Schroeter has a bachelor’s degree and a master’s degree from Pennsylvania State University.

No posts to display