Steven Bentley, Waddell & Reed

Financial advising is all about relationships. Previous to becoming an LPL Financial advisor, I had worked as an entrepreneur, educator, and professional accountant in a variety of business sectors. Over the years, I saw too many family and friends hurt by the financial investment industry. By firms who were prioritizing bottom lines over individuals and their families. I began talking to more and more friends, colleagues, and community members. The more I talked, the more I felt called to apply my knowledge of business in the service of others. After discussing it with my wife and then teenage daughters, I took the plunge. And here we are! Today, my team and I combine data-driven strategies with the care and respect we have for each of our clients. At the end of the day,

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