Waddell & Reed has partnered with BOK Financial Corporation to expand the advisor-friendly trust services available to its clients.
For more than 75 years, Waddell & Reed has offered comprehensive financial planning and investment management guidance, and now can enhance client financial plans with the diverse trust solutions of BOK Financial, a US$27 billion regional financial holding company.
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The partnership allows certain Waddell & Reed financial advisors to further meet a variety of client needs by providing objective trust solutions, including personal trusts, charitable and philanthropic trust administration, special needs trusts, court created trusts, account settlement and administration, executor or co-executor management and probate management.
George A. Fernandez, assistant vice president, Financial Planning Services for Waddell & Reed, said: "We’re pleased to partner with BOK Financial to provide enhanced trust services to compliment the diverse range of investment and insurance products we offer our clients to help them meet their personal financial planning needs."
More than 130 trust administrative officers will be available to Waddell & Reed advisors for unmatched personal service. BOK Financial’s team of trust experts average 20 years of corporate trust experience each.
Rosemary Hueser, vice president and manager of Advisor Trust Services for BOK Financial, said: "As professional advisors, we know Waddell & Reed works closely with clients to create a solid financial foundation. Our trust officers will enhance their client relationships by providing objective trust solutions that integrate well with a comprehensive financial plan."
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