Movers and Shakers: Daniel Ramsey Awarded Chartered Retirement Planning Counselor Designation

TAMPA – Daniel Ramsey, a Financial Advisor with Waddell & Reed, has completed the requirements to become a financial advisor with a Chartered Retirement Planning Counselor designation. Individuals who hold the CRPC designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.

Daniel has been a licensed professional in the financial services industry since 2010, and works with clients throughout the Sarasota, Bradenton, and Tampa Bay area on their ongoing financial needs and goals. Dan graduated from the University of South Floridca with a Bachelor's degree in Finance.

Founded in 1937, Waddell & Reed has today grown to more than 160 offices nationwide. The company offers a wide array of investment products and services, as well as a variety of insurance products through arrangements with outside insurance companies. For more infomation about Waddell & Reed, or about financial, services in general, contact Daniel Ramsey at 813-286-9394, or dramsey@wradvisors.com.