Awards and Recognition
2010 President’s Council: Waddell & Reed's highest recognition is given to the top 12 advisors nationally. As a member of the council, Brian meets periodically with firm management and other top advisors to discuss ongoing goals, management issues, products and client service issues
2010 Top Advisors Forum: Presented to the top 50 financial advisors—5th consecutive year Brian has earned this award. This achievement allows the recipients to attend a conference which includes discussions with the firm’s senior executives and investment managers.
2010 Crest: Given to 164 out of approximately 2,400 financial advisors nationwide —7th consecutive year Brian has earned this award.
All awards & recognition are presented annually by Waddell & Reed and are based on a analysis of investment, insurance and financial planning production generated by the advisor.
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