Daralee S. Barbera, CLF®, CFP®, CMFC

Managing Principal

Waddell & Reed, Inc.

Daralee S. Barbera joined Waddell & Reed in 1982. A native to Los Angeles, she is Managing Principal, supervising fifty financial advisors in seven branch offices based out of Costa Mesa, CA.

Daralee is a member of GAMA International and serves on the Board of Directors and Executive Committee. She has received the GAMA Diamond International Management Awards for Financial Planning.*

Waddell & Reed awards include seven time Platinum member of Chairman’s Cabinet, a four time member of the Leadership Council and past Chair, the recipient of Waddell & Reed’s Crystal Plate Award and The 7 C’s Award. She has qualified for Circle of Champions 26 times and Crest 16 times. Her current leadership awards for 2012 are Bronze for Financial Planning Services, Silver for Investment Volume, and Bronze for Investment Advisory – Choice Channel**.

Daralee is President Elect of GAMA International. She was Chairperson of the LAMP 2013 Conference, and has been a main platform and afternoon speaker. She has been featured in The Wealth Channel, Orange County Register, GAMA International Journal, GAMA’s ‘Best Ideas’ series, National Underwriter, Advisor Today, The Wall Street Journal, Business Wire, Market Watch, Yahoo! Finance, International Business Times, California Broker, KPPC and KNX radio in Los Angeles.

*This award is given by GAMA based on the dollar value of office production in a single year.

**These awards are presented annually by Waddell & Reed. The majority of the awards are based on an analysis of investment, insurance and financial planning sales generated by the advisors/offices she oversees. The Seven C’s award is voted on by peers and is given to mangers who demonstrate the ideals called for in the Seven C’s: clients, character, commitment, convergence, creation, competitiveness and camaraderie. For more specific details on the awards or any information referenced herein contact Daralee Barbera. Waddell & Reed is not affiliated with any of the companies or organizations referenced herein. Waddell & Reed, Inc. Member SIPC (04/14)