0   0 Likes

David P. Meglay, CFP - Financial Advisor at Waddell & Reed

David P. Meglay, CFP - Financial Advisor at Waddell & Reed

Location

2701 N. Rocky Point Dr. Suite 400 Tampa FL United States 33607


About Business

I am committed to producing measurable financial results while educating my clients so they feel comfortable making some of the most important decisions of their lives.

Many advisors are selling similar products for retirement planning. I understand that every individual has unique financial needs. I strive to get more involved in helping my clients make the choices that are important for their future. I do this by using a more holistic approach to financial planning.

As a CERTIFIED FINANCIAL PLANNER™ professional, I want to learn about my clients’ lives, their kids, their dreams and aspirations. I then develop and implement investment strategies to address each client’s particular situation. I determine their risk tolerance, create an appropriate investment plan, perform regular portfolio reviews, and meet with them regularly in order to help them pursue their immediate and long-term financial goals.

I serve on the boards of the North Suncoast Estate Planning Council, Pasco-Hernando Early Learning Foundation.

I earned a Bachelor’s Degree in Business at Northeastern Illinois University.

I can assist my clients with:
• Estate Strategies and Wealth Preservation
• Risk Management
• Wealth Transfer and Succession Planning
• Philanthropic Planning
• Trust Planning
• Retirement Planning
• 401(k)/IRA Rollover Planning
• Investment Management and Advisory Services

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.

--------------------------------------------------

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor. Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements.

This site is published for residents of the United States only. Advisors of Waddell & Reed, Inc. may only transact business in states where they are registered. Therefore, a response to a request for information may be delayed.

For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762. Please visit www.waddell.com/personal_investors/Social_Media_Disclaimer.aspx for additional information on Waddell & Reed’s social media policies.


Also listed under




Product Section
Offer Section
Faq Section
Menus
Tweets
Facebook Page


Is this your business? Claim it now.

Make sure your information is up to date.




Get The Pitnit App

See contact information and photos of nearby businesses and bookmark your favorite places on the go


Listings On Pitnit In Numbers

Countries

Cities

Businesses Listed

Pitnit Social Features


Share Latest Updates with Friends

Instantly connect, share and communicate with all of your friends, and get discovered online.

Connect with Friends & Businesses

Easily stay connected with your friends and favourite businesses using a common chat interface on Pitnit.

Get Reviews and Recommendations

Make informed purchasing decisions based on reliable reviews and recommendations through your circle of friends.

Manage Everything At One Place

Manage all your social and professional contacts, albums, groups, events and favourite businesses at one place.

Discover Products, Offers & Discounts

Make informed and better purchasing decisions by knowing detailed information about products, services, offers and discounts.