Waddell & Reed, Inc. - Helping to Build A Solid Foundation Together

CONNECT

Address:

19020 33rd Ave W #480
Lynnwood, WA 98036

Phone:

(425) 774-9053 x 116

Fax/Other:

(425) 744-0659

Shari Jenkins bio

I have been with Waddell & Reed since 1984 and have been recognized as a top advisor, qualifying for the Advisor Medalist program in 2013, 2014, 2015 & 2016*. I have continued my education by obtaining the CERTIFIED FINANCIAL PLANNER™ designation. The CFP® mark is awarded by the Certified Financial Planner Board of Standards, Inc. (CFP Board).**  In 2010, 2012, 2014, 2015 & 2016.  I was awarded a seat on the Waddell & Reed Presidents Council*, which is made up of the top 12 Waddell & Reed advisors in the country based on an analysis of investment, insurance, and financial planning sales generated by the advisor. The council meets periodically with firm management and other advisors, discussing ongoing goals, management issues, products, and client service issues.

I am pleased to work with our team, which strives every day to help our clients pursue their financial goals and to be treated like a part of the family as well.

We have two daughters whom we are very proud of. Both are attending college and working in the real world too. Jessica and Shelby are both employees of our practice and clients.

 

*The awards are presented annually by the firm 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 Shari.

**CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 70,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.

 

Waddell & Reed is not affilated with the CFP Board.

07/16