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02/03/2020

Columbia, SC – Jamie has qualified for the 2020 Vision conference, Waddell & Reed’s annual learning and networking event. This year’s conference takes place May 4-7 in Kansas City, Missouri.

This significant gathering – bringing together advisors from across the nation – is held each year in a different U.S. city. Qualification is based on an analysis of investment, insurance and financial planning sales generated by the advisor. More than 400 of Waddell & Reed’s national network of financial advisors qualified for this year’s event. This is the 8th time that Jamie has earned this distinct honor.

Jamie has been a professional in the financial services industry for 18 years, serving individuals and families by helping them create financial planning strategies to meet their personal, long-term goals. He affiliated with Waddell & Reed in 2001 after earning his bachelor’s degree from The Citadel, The Military College of SC.



08/01/2019

Columbia, SC—Leah recently accepted a position to work with Ben Lippen School as its Accommodations Coordinator. In this position, she has been tasked with managing the school’s existing accommodations program and with growing the program in an effort to assist as many children as possible obtain an education from a Christian worldview.

Leah resigned her post at School District Five of Lexington & Richland Counties to accept this new position at Ben Lippen. She has 13 years of experience working in the public schools and also has clinical experience. Leah also serves as the Director of Special Projects at Accumulus Financial Group and continues to work in this capacity.

Leah holds a Bachelor’s Degree in Psychology (Magna Cum Laude), a Master’s Degree in School Psychology, and a Doctoral Degree in School Psychology. She attended the University of South Carolina for all of her undergraduate and graduate studies.



06/10/2019

Atlanta, GA—Jamie attended the 2019 Waddell & Reed Circle of Champions conference, recognizing the top financial advisors affiliated with the company. He was able to participate in excellent business building workshops, break-out sessions, and hear amazing presentations given by this year’s keynote speakers.

Jamie’s favorite keynote speaker was Marcus Luttrell, the sole survivor of Operation Red Wing (a 2005 U.S. military mission to gather intelligence on Taliban leadership in Afghanistan). Other keynote speakers included Kevin Brown (author of The HERO Effect: Being Your Best When It Matters the Most), Kindra Hall (Chief Storytelling Officer at Steller Collective), and Jason Silva (Emmy-nominated TV personality, storyteller and filmmaker best known for hosting the hit series Brain Games on the National Geographic Channel).



01/20/2019

Columbia, SC—Jamie has qualified for the 2019 Waddell & Reed Circle of Champions conference, recognizing the top financial advisors affiliated with the company. This year’s event takes place June 6-9 in Atlanta, Georgia.

This significant gathering – bringing together advisors from across the nation – is held each summer in a major U.S. city. Selection is based on an analysis of investment, insurance and financial planning sales generated by the advisor. More than 500 of Waddell & Reed’s national network of financial advisors qualified for this year’s event. This is the 7 th time that Jamie has earned this distinct honor.

Jamie has been a professional in the financial services industry for 17 years, serving individuals and families with their personal, long-term investment goals. He affiliated with Waddell & Reed in 2001 after earning a Bachelor’s degree from The Citadel, The Military College of SC.



Leah acts as a non-registered associated person of Waddell & Reed, Inc.  She is authorized to assist Advisors with Waddell & Reed with approved activities.  She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the Advisors she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.

Vision and Circle of Champions awards are presented annually by Waddell & Reed and are based on an analysis of investment, insurance and financial planning sales generated by the advisor. Awards are not based on any client experience and is not indicative of the advisor’s future performance. For more information regarding the awards please contact the advisor. 

Waddell & Reed is not affiliated with any other entities referenced. 03/20