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BUSINESS SPOTLIGHT
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Sullivan & Danna Team at Waddell & Reed
HELPING CLIENTS
MANAGE THEIR
MONEY
W
hether you’re a
multimillionaire or just
getting started in life, it’s
never too late to seek
out the professional and experienced
advice of financial advisors like those at
Waddell & Reed. Since 1937, the company
has been bringing clients into its family
of advisors, helping them to grow their
wealth and protect the assets they
already have in place.
Jamie Danna, who has been with
Waddell & Reed for nearly a decade,
works with a team of three other
advisors, each focused on a specific area
of financial advising or management.
When you become a client, you not
only get a main advisor as your primary
contact throughout your relationship,
you get the benefit of the entire team’s
combined experience.
“You don’t have to have millions of
dollars to work with us. Many of our
clients are teachers, doctors, architects,
professionals and some small business
owners,” Danna says. “We serve families
just starting out saving, all the way
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through retirement. When we do our job
properly, we keep our clients for their
entire lives, from early in life through
life changes like marriage, through
retirement and into second generations.
We get to know them so well and
become a trusted advisor in their lives
for when they have a baby and need life
insurance and a college saving plan, or
they change jobs or retire, or want to get
their estates in order.”
As part of a full-service financial
advising company, the Sullivan & Danna
Team at Waddell & Reed can provide
clients with competitive investment
or insurance products. They make
it a priority to personalize plans for
their clients’ success and keep lines of
communication open throughout the
year so they’re never in the dark about
where their family stands.
“We have some clients we meet with
three or four times a year and we have
some who don’t want or need that,”
Danna explains. “We check in annually at
a minimum, and arrange multiple phone
appointments throughout the year. We
believe our advantage over competitors
is the level of service we provide, in
addition to our history and the combined
experience of our team. And we make
that experience available to our clients
through personal consultation as well as
by offering seminars on topics that may
pertain to them, or an upcoming stage of
life such as Social Security and Medicare,
icmags.com
or what to expect with financial aid and
college applications.”
No matter what stage of life you’re in,
or what goals you’ve set for yourself and
your family, Waddell & Reed advisors help
you on your journey from start to finish.
For more information on the
Sullivan & Danna Team, or to find
out how they can best help you with
your financial planning needs, visit
sullivandanna.wradvisors.com or call
412.487.4144. Their office is conveniently
located at 2008 Kinvara Drive (15237),
right off of McKnight Road.
Plans grow and change,
just like you
Our mission is to help you at all stages and
through the changes that life may bring.
Contact us to discuss your personal
financial plan.
Sullivan & Danna
2008 Kinvara Dr.
Pittsburgh, PA 15237
office (412) 487-4144
sullivandanna.wradvisors.com
facebook.com/SullivanDanna
• Located near the Ross Park Mall •
Securities and Investment Advisory Services are offered
through Waddell & Reed, Inc., a Broker/Dealer, Member
FINRA/SIPC and Federally Registered Investment Advisor.
Sullivan & Danna is a team name used by advisors affiliated
with Waddell & Reed for marketing purposes only.
(09/18)