Christopher Waddell, a CERTIFIED FINANCIAL PLANNER™ professional, has dedicated his career to helping employers provide financial education, group retirement and insurance solutions, and business continuity plans; and to providing his clients with financial guidance for more than two decades. Many of his clients are multi-generational families, with complex investment, risk management and estate planning issues. Prior to affiliating in July 2007 with Raymond James Financial Services, Inc., Christopher was managing principal with Waddell & Reed, Inc., where he supervised 24 financial advisors in the Mid-Atlantic area.
Christopher regularly appears in national and local media, including Business Week, CNBC, Comcast CNN, and Financial Planning magazine.
In November 2009, Christopher completed the Rock'n'Roll San Antonio Half Marathon to raise funds for autism research, his fifth annual Run for Autism starting with the 30th Marine Corps Marathon in 2005. He is past president of the Autism Society of America Northern Virginia Chapter. Christopher graduated from Georgetown University with a Bachelor's in Psychology and English.
Theresa Waddell, a Certified Public AccountantSM and Chartered Mutual Fund CounselorSM, is well-versed in helping families with complex tax and estate planning issues. She also works with medical and legal practices, closely-held businesses and executives. Prior to affiliating in July 2007 with Raymond James Financial Services, Inc., Theresa was district manager with Waddell & Reed, Inc., manager of internal audit with The Nature Conservancy in Arlington, VA, and senior auditor with the National Geographic Society and Arthur Andersen & Co. in Washington, D.C.
Theresa is past president of the Northern Chapter Virginia Society of CPAs. Since 2005, she has been voted annually by her peers as a “Super CPA” in financial planning and estate planning and trusts in the Virginia Business Magazine.
Theresa completed her second Run for Autism at the Rock'n'Roll San Antonio Half Marathon in November 2009. The family was featured on ABC's World News Tonight in February 2007 and in The Washington Post in August 2008. Theresa graduated from Georgetown University with a Bachelor's in Accounting and International Management.
*CPA services are provide by Theresa Waddell, CPA and are not a service of Raymond James.
Leroy Miles came to Raymond James because of its flexibility in providing clients a broader array of products and services. He enjoys helping clients meet their financial needs by offering them products and services that best meet their needs. Prior to affiliating with Raymond James in August 2007, Leroy was a senior financial advisor with Waddell & Reed, Inc. for 12 years, and an associate professor at the Virginia Polytechnic Institute.
Leroy is a member of Alfred Street Baptist Church, and lives in Fairfax with his wife of 41 years. They have two sons and five grandchildren. He enjoys vacations with family and friends. Leroy received his Bachelor's degree in Education at Tuskegee University, and his Masters and Doctorate degrees in Education at Indiana University.
Tim Brown, a Chartered Mutual Fund CounselorSM, began his financial services career in 2003. Tim joined Waddell & Reed, Inc. in 2005 where he became one of the top first year financial advisors in the firm. Prior to entering financial services, Tim began his experience with eldercare and nonprofit management with the National Association or Home Care and Hospice in 1995. Tim serves on the Advisory Board for Specially Adapted Resource Clubs and on the Fairfax County Long Term Care Coordinating Council.
Flor Hudencial provides administrative and client service support to Christopher, Theresa, Leroy, and Tim. Prior to joining Waddell Group in June 2008, she was the special secretary to the mayor of Pasig City, the Philippines, and administrator and director of procurement at Pasig City Hospital. Flor graduated from the Philippines Women's University with a Bachelor's degree in Education and Secretarial Education.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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