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Welcome to Waddell & Reed - Four Corners

Serving Colorado, New Mexico, Arizona, and Utah

Wherever your life's journey takes you, we'll be there.

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Why Waddell & Reed?

Waddell & Reed prevails competitively in a constantly evolving industry, reinventing while remaining true to the tenets that have shaped us.

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Colorado/New Mexico Market Support Staff

Chris Darnell

Chris Darnell

Area Sales Leader - New Mexico

Michelle Briggs

Branch Administrative Assistant - Colorado Springs, Colorado

719-590-1871

Nancy Chin-Wagner

Branch Office Associate - Boulder, Colorado

303-444-8800

Glenda Brown-Torres

Glenda Brown-Torres

Branch Administrative Assistant - Tucson, Arizona

520.745.3090

Be ready for what lies ahead

Looking for a financial advisor that understands your unique needs? Our team is highly qualified and committed to being there for you.

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Client Resources

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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Questions? Let’s Connect.

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