Tom Morrissy has been with Waddell & Reed for over 29 years and has experienced both boom markets and bust markets. He believes that by working with a financial advisor, clients can maintain portfolios which help them to navigate these market cycles in order to pursue their financial goals.
Tom has recently brought on his daughter Kathleen Morrissy who has been a part of his office during the summers for the last several years and will be a important team member for many years.
Investing involves risk, including the potential for loss of principal.
Kathleen is not employed by Waddell & Reed, but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors 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 Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.