Tony Pike, Financial Advisor at Waddell & Reed

I am a Financial Advisor in Waddell & Reed's Maitland, Florida office just north of Orlando. My practice includes serving individual and institutional clients. I provide comprehensive planning and financial services including investments, risk management/insurance, and estate planning within a consultative process. My emphasis is on financial strategies for wealth-management issues determined through careful analysis of each client's particular financial situation.

I was raised as a military dependent living in multiple states within the USA as well as in Europe. Prior to moving to Orlando in 2003, I had worked in the accounting field in San Diego, CA.

Tony moved to Orlando with an opportunity to work as a general agent before establishing a relationship with Waddell & Reed in 2007. I and my wife, Michelle, love the family feel of Orlando and appreciate the close community atmosphere, a great environment in which to raise our son and daughter, Cody and Jadyn.

The Consultative process I use includes the following steps:
1) Developing a financial plan by listening, asking questions, and identifying the client's financial goals.
2) Analyzing and determining the appropriate strategies and asset allocations for the individual or oganization.
3) Implementing an investment program according to the client's needs and objectives.
4) Monitoring the performance of the program and making adjustments as needed,
depending on change in the market or the needs of the client.

I am involved in the community. I am a Past President for the Kiwanis Club of Orlando and currently serve on the board of directors for Kiwanis Club of Orlando Foundation. I participate in the Adventure Guide Program with my son through the Dr. P. Phillips YMCA and enjoy spending quality time with my family. I am a sociable person and understand that success is earned through good relationships, devotion and hard work.

Waddell & Reed and its affiliates are not affiliated with and do not endorse any third party organization/company listed on this website, nor does Waddell & Reed have any direct or indirect responsibility with respect to any products and services provided by unaffiliated organizations/companies.
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