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Local support

Meet our local team of professionals who know your market – and office in your building, city or region – and serve as first responders in the areas of:

  • Practice development, including assistance developing sales skills, mining new business, building your team, creating a succession plan.
  • Marketing and business development, including assistance in defining your business model, developing marketing plans and strategies, promoting your brand, and coordinating tactical plans for public relations, advertising, sponsorships, outreach and events.
  • Operations and technology support for system set up and training, troubleshooting, using client sales experience tools, and navigating portal and desktop platforms.

Our local professionals are lead by our in-market complex manager who provides guidance through the arc of your practice’s life, from exploration to transition to daily operations to succession. 

New England Market Leadership

Emilie Evans

Emilie Evans

Marketing Coordinator, New England Complex

781-933-2067 ext.126

781-933-4385

Richard Forté

Richard Forté

Branch Manager - Portsmouth, New Hampshire

603-431-8173 x101

603-431-8232

New England Market Support

Emma Lostimolo

Emma Lostimolo

Complex Administrative Assistant

603-431-8173 x100

603-431-8232

Victoria (Vicki) Sepe

Victoria (Vicki) Sepe

Branch Administrative Assistant - Woburn, MA

781-933-2067 x100

781-933-4385

Activate your opportunity at Waddell & Reed. Contact us today.

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