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Local support

Meet our local team of professionals who know your market – and office in your building, city or region – and serve as first responders in the areas of:

  • Practice development, including assistance developing sales skills, mining new business, building your team, creating a succession plan.
  • Marketing and business development, including assistance in defining your business model, developing marketing plans and strategies, promoting your brand, and coordinating tactical plans for public relations, advertising, sponsorships, outreach and events.
  • Operations and technology support for system set up and training, troubleshooting, using client sales experience tools, and navigating portal and desktop platforms.

Our local professionals are lead by our in-market complex manager who provides guidance through the arc of your practice’s life, from exploration to transition to daily operations to succession.

Michigan-Wisconsin Support Staff

Becky Council

Branch Administrative Assistant

231.727.8176

231.727.8610

Brittany Toms

Marketing Coordinator

616.956.6051

616.956.7135

Elizabeth (Beth) Hunting

Administrative Supervisor

616.956.6051

616.956.7135

Frank Albano

Frank Albano

Executive Director Advisor Acquisition

248.220.1650

248.220.1657

Mike Reisel

Mike Reisel

Executive Director Advisor Aquisition

262.521.9492

Robin Wheeler

Robin Wheeler

Branch Administrative Assistant

248.220.1650

248.220.1657

Activate your opportunity at Waddell & Reed. Contact us today.

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