For more than 25 years, Miklos has been helping individuals, families and small business owners manage and preserve their wealth. With decades of experience, analytical skills, a strategic approach as well as his ability to explain complex financial terms, Miklos helps his clients feel confident in making financial decisions. His caring and long-term relationships with clients help him to anticipate their needs while providing a high level of service.
Miklos started his financial career at a small boutique firm in 1992, since then he has had experiences in different areas of the financial world most recently joining Waddell & Reed in 2015. He has recently became part of our team and will focus on helping his clients grow wealth and attempting to protect their downside.
Miklos earned his Bachelor’s in Finance from Baruch College School of Business. He and his family live in Fairfield, CT. He is also an active participant in a number of charitable organizations.
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