5950 Fairview Road, Suite 250
Harry joined Waddell & Reed in 1994. He earned his CFP® certification in 1999. Heis a member and past president of the Charlotte Chapter of the Financial PlanningAssociation. He has taught continuing-education classes in eight states for other CFP®professionals.
Harry received his bachelor’s degree in political science from Davidson College and hismaster’s degree in wealth and trust management from Gardner-Webb University. Hehas been a director of several non-profit organizations, including the PresbyterianSamaritan Counseling Center and the Career and Personal Counseling Center. He is amember of Avondale Presbyterian Church, where he has served as a ruling elder.
Nick and Harry bring more than 38 years of combined experience to their financialplanning clients. Throwing darts at financial goals seldom produces positive results.Nick and Harry use holistic planning to help clients develop strategies. Both have earnedtheir CERTIFIED FINANCIAL PLANNER™ mark.
Nick holds Series 7 and 66 securities licenses. Harry holds Series 6, 7, 63, and 65 licenses.Both Nick and Harry are also licensed to sell annuities, life, long-term care, anddisability insurance.
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Nick Deneault graduated from Kansas State University in May 2006. Heobtained his bachelor of science in business administration.
Nick started his career as a financial advisor with Edward Jones in 2006. He latertransitioned to Waddell & Reed in 2010 to continue his career as a financial advisor.He earned the Certified Financial Planner™ mark in 2013. He is a member ofthe Financial Planning Association.
For more than a decade, Nick has assisted individuals, families, and businesses witha broad array of financial needs. He is able to research and recommend long-terminvestment strategies and develop customized financial plans specifically tailored toclients’ financial goals. Nick has a passion for building long-lasting, personalized clientrelationships and takes a holistic view of each client’s financial situation.
During his free time, he loves spending time with his wife, Linh, and their two boys,Christian and Josiah. He enjoys hiking, camping, and golfing.
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