Broker Check

Team

Christopher Forbes, CFP®

Financial Advisor

(331) 229-4037

(630) 245-1230

[email protected]

Christopher started at Waddell & Reed in 2006 and focuses on providing his clients investments, financial planning and investment advisory products and services. Christopher believes that a client and advisor relationship is a...
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Thomas M. Morrissy, CFP®

Financial Advisor

(630) 324-1105

(630) 245-1230

[email protected]

Tom Morrissy has been with Waddell & Reed for over 28 years and has experienced both boom markets and bust markets. He believes that by working with a financial advisor, clients can maintain portfolios which help them to navigate these...

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Dave Servatius

Advisor Associate

(630) 245 1156 x 135

(630) 245-1230

[email protected]

Dave Servatius joined Christopher Forbes’ team at Waddell & Reed, Inc. in May 2013 as an Advisor Assistant and is now an Advisor Associate. His primary focus has been on establishing relationships, meeting and communicating with...

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