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Tess Zigo, CFP®

Tess Zigo, CFP®

Financial Advisor with Waddell & Reed

Tess studied Finance and Accounting at Northern Illinois University and spent several years working in Treasury management. Over that period, she developed a passion for personal finance and investing and wanted to help individuals and families make the most of their financial resources to feel confident about their financial decisions. Many of her clients are trying to balance their short term financial needs such as a home purchase or remodeling dreams with long term objectives, from sending their children to college to retiring comfortably and having the income to support their current lifestyle. As a mother of two toddlers, Tess understands the time constraints young families face in balancing work and family matters and helps clients plan financially and implement financial strategies.  
 
Tess is originally from Bulgaria and spent 5 years living in Botswana, Africa. When she is not meeting with clients, she is traveling to a new destination, teaching her children Bulgarian or hosting dinner parties to practice new recipes

 

Waddell & Reed is not affiliated with any other entities referenced herein.  02/19