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About Us

Anne has been a financial advisor with Waddell & Reed since 1987 and Tim has been a financial advisor with Waddell & Reed since 2007. As financial advisors we offer investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, we can help.

In May of 2019 Anne Arbuthnot and Timothy Dabrieo formed a team with the goal of providing an even higher level of service to their clients. By joining forces, they are able to offer you the breadth of knowledge gleaned from their combined 43 years of experience. 

 Anne and Tim focus on delivering financial planning, risk management and investment advisory services.  Together they bring a high degree of energy, a strong work ethic and a passion for delivering strategies and solutions on behalf of their clients.  

In addition, they both have full time Assistants.  Brittany Levesque has been working with Tim since October of 2018 and Amelia Gage has been with Anne since February of 2019.  

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