Prior to joining TriWealth Partners in 2021, Rita was an Administrative Assistant for Waddell & Reed, Inc. for 37 years in Tennessee, Indiana and Illinois. Her focus was liaison for advisors with the corporate offices to ensure advisors practices ran more smoothly and developed quicker. Prior to joining Waddell & Reed, Rita worked in the Public Relations Department at FedEx corporate headquarters in Memphis, TN.
Having grown up in Southeast Missouri, Rita is an avid St. Louis Cardinals' baseball fan. When she is not in the office, Rita enjoys as much time as possible with her six grandchildren at their many sporting events.
At Waddell & Reed we spend our days focused on 'what if' scenarios of the lives of our clients. Here are some 'what ifs' scenarios of our own:
What if you had the day off to do anything you wanted. What would you do? The day would definitely be spent with family - probably my children and grandchildren at an amusement park, water park, professional sporting event, boating or some other fun activity that everyone would enjoy.
What if you had the job you wanted when you were 5 years old. What would you be doing? My sisters and I played "school" quite often and for many years I surely thought I'd be teaching kindergarten. While I love children, I'm doing what I was meant to do.
How would you describe yourself in 3 words? Funny, Devoted, Dependable
Rita acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Advisors with Waddell & Reed 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 Advisor(s) she supports. In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. (04/21)