Luke Will was hired at Waddell and Reed to help individuals and small businesses create a road map to financial success. He also specializes in working with sportsmen that have a passion for the great outdoors.
Luke E. J. Will was born and raised on a farm in Watertown, WI. His values and ideals were shaped by his hardworking family and are embedded into the relationships he builds with his clients. Luke joined Waddell & Reed after gaining valuable experience from UBS Financial Services, Robert W. Baird & Co, and Edward Jones and believes Waddell & Reed is the best firm for him to help his clients achieve their financial goals and live the life they envision. Trust and honesty are the building blocks of his relationships and business. Luke and Waddell & Reed are partnering to cultivate and build long-term, successful relationships with clients.
His favorite hobbies are hunting and fishing with family and friends. He is loves spending time outdoors including snowboarding, skiing, kayaking, and camping while spending any extra hours with his family, watching all the sports teams in Wisconsin play. Traveling, music concerts, and reading are few other interests.
Feel free to reach out and grab a cup of coffee with me!
Education: University of Wisconsin-Madison, Wisconsin School of Business
Company:
Waddell & Reed
W233N2080 Ridgeview Pkwy
#200
Waukesha, WI 53188