Matthew Anthony has been named one of a select group of Waddell & Reed’s financial advisers who qualifies for the firm’s career development conference. The conference is held several times each year for financial advisers that are within one year of service with the company and have exhibited initial success in the industry, based on an analysis of investment, insurance and financial planning sales generated by the adviser. In order to help its advisers access and develop the knowledge it takes to manage a financial-planning practice, Waddell & Reed hosts the weeklong conference to emphasize business and marketing planning, the financial-planning process, asset allocation, retirement planning, values and client relationships and many other educational topics.
Anthony, 34, has been a professional in the financial-services industry for one year and counsels clients throughout the Billings community on their ongoing financial affairs and goals. Anthony earned a bachelor’s degree from MSU Billings. He may be reached at 652-7744.