Mary Anne Smrz has been helping Waddell & Reed clients since 1993. Mary Anne holds a Bachelor’s degree from the University of Illinois and a Master’s degree from the University of Massachusetts. During her tenure as a Financial Advisor with Waddell & Reed from 1993-2017, she received many of the company awards, including being named to the Circle of Champions and earning the Financial Planning Career Milestone Award.
Mary Anne’s passion for giving back led her to create a non-profit organization, The Red Kayak Institute, which combines her love of kayaking and her mission to get people facing challenges on the water for mornings of healing. Her collaborations include retreats for cancer survivors, caregivers and women in recovery from addictions.
In her leisure, Mary Anne enjoys kayaking, hiking, biking, writing and photography.
Mary Anne is not employed by Waddell & Reed, but now 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.
These awards are presented annually by the firm and are based on an analysis of investments, insurance and financial planning sales generated by the advisor. For more information regarding the awards and dates received, contact us.
Waddell & Reed is not affiliated with any other entities herein named. 12/18