Our Advisor Support Associate, Jeana Thomas, serves as the main advisor support for our group. Highly experienced in all aspects of meeting preparation, Jeana prepares supporting documents needed for client meetings and is also responsible for preparing and processing paperwork for the practice as well as appropriate flow and follow up of paperwork and documents for the practice. Jeana maintains relationships with external insurance carriers providing the team with illustrations and proposals for new business as well as client service needs for inforce business.
Jeana is not employed by Waddell & Reed, but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist 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 Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. 07/18