Milbee earns CFP® certification mark

Waddell & Reed announces that Michael M. Milbee, an Advisor Associate working with Financial Advisor Russell F. Powell, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

“This accomplishment is significant for me as well as for the clients our office serves,” said Milbee. “The financial planning process is a very personalized, long-term endeavor that demands an acute understanding of an increasingly complex investment landscape.”

Milbee, 33, has been a professional in the financial services industry for 10 years. He joined Waddell & Reed in 2008 as an Advisor Associate. Milbee earned a bachelor’s degree from Clemson University.

Author: Duane Childers

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