As the Client Support Associate, Stephanie DeSmit serves as the main client contact for the practice. She fields incoming client calls and is responsible for handling the client service system for the practice. Stephanie plays a key role in client service and scheduling of appointments.
Stephanie 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. 10/19