Upcoming Events

Please Click to RSVP

Before submitting your form on the Connect Page, indicate if you need accessible seating and the number of tickets requested (max 5 per household, please)


Waddell Group presents its 12th sensory friendly movie, PIXAR's Finding Dory. The friendly-but-forgetful blue tang fish reunites with her loved ones, and everyone learns a few things about the true meaning of family along the way. The event will be co-sponsored with the Arlington Special Education PTA. Location Tysons Corner AMC Theatre. Seating is limited. RSVP by June 16.

Why You Should Attend

College Grads

Please join us on National 529 Day - May 27, 2016

College funding options for ALL, including those with Intellectual Disabilities

Lunch provided

Are You Saving Enough for Your Child's College?

College costs continue to grow every year at both public and private colleges, often at twice the rate of general inflation. Yet every year, thousands of students graduate from college. So how do they do it?

Come learn how the new Achieving A Better Life Experience (ABLE 529a) Accounts work for a lunch workshop at our new office across the street 1953 Gallows Road.

What You'll Learn

  • How much college will cost in the future
  • Tax-advantaged ways to save for college, including 529 plans, Coverdell education savings accounts, custodial accounts and U.S. savings bonds
  • The role of financial aid, including how need is determined and how assets are classified for federal aid purposes
  • Other ways to fill the college funding gap

You'll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

When, Where & R.S.V.P.

Friday May 27th, 2016
1953 Gallows Road, Vienna VA 22182


Please see our directions link here.

To reserve your spot, please contact us at:


1952 Gallows Road
Suite 102
Vienna, VA 22182

Christopher Waddell presents at the Prince William County Transition Fair at the Kelly Leadership Center, 14715 Bristow Road, Manassas, VA 20112 from 12:00p.m. - 3:30p.m.


2015 Events

  • November 12, 2015 Christopher & Theresa Waddell were recognized by the Arlington Special Education Advisory Committee(ASEAC) and Arlington Special Education PTA volunteers of the year for their efforts on behalf of the community.

  • May 10, 2015. Theresa Waddell, CPA was one of four women recognized by the Organization for Autism Research. In celebration of all amazing women within the autism community, OAR proudly salutes four influential women who demonstrate the can-do spirit and determination to improve the lives of people with autism. Read more about these outstanding women in May's OARacle:  http://ow.ly/MCefi

2014 Events

  • February 11, 2014 Christopher Waddell presents Planning for the Future at the Auburn School's Baltimore Campus.

2013 Events

  • October 26, 2013 Will & Christopher Waddell completed the Marine Corps Marathon 10K to raise funds for the Organization for Autism Research.

  • October 25, 2013 Christopher Waddell addressed the Center for Autism and Related Disorders (CARD) Annual Conference held at Kennedy Krieger, Baltimore, Maryland on Planning for College and a Life of Independence.

  • October 15, 2013 Christopher Waddell, President of Arlington Special Education PTA, was quoted in the Virginian Pilot.

  • October 10, 2013 Christopher Waddell presented Planning for the Future at the Key Center School in Springfield, VA.

  • October 2013 Theresa Waddell, CPA, CMFC is again recognized by Virginia Business as “Super CPA” for Personal Financial Planning

  • July 12, 2013 Christopher Waddell, President of Arlington SEPTA, addressed the Virginia PTA Annual Conference in Richmond.

  • June 22, 2013. Special viewing of Disney-PIXAR's Monsters University, for families with special needs, a community event and fundraiser co-sponsored with the Arlington Special Education PTA. Location Tysons Corner AMC 16.

  • May 2013 Christopher & Theresa Waddell each celebrated twenty five years helping clients with their financial future.

2012 Events

  • November 2012 EParent.com published Planning for College & a Life of Independence by Christopher Waddell as their cover article on Financial & Estate Planning for people with special needs.

  • November 3, 2012 . The Arc of Prince William County's 2012 Circle of Support Conference. Christopher Waddell presented financial and tax savings strategies for families with medical issues, and Theresa Waddell presented on special needs planning: legal and financial issues.

  • October 23, 2012 Christopher Waddell presented Special Needs Planning: Legal & Financial Issues at the FCC for their employees.

  • February 7th 2012, Smith & Wollensky in Washington D.C., in partnership with the Doug Flutie Jr. Foundation for Autism, named Christopher & Theresa Waddell as Washington D.C. Autism Honorees.

2011 and Previous Events

  • October 17, 2011. Christopher Waddell quoted in CNNMoney's The Help Desk, "How Can I Ensure That my Autistic Daughter is Taken Care Of?"

  • June 27, 2011. Raymond James nominates Christopher Waddell, CFP & Theresa Waddell, CPA, CMFC for Investment News Community Service Award

  • February 3, 2011 Arlington County Police Department success with first use of Project Lifesaver of the rescue of an 85-year-old Alzheimer's patient, purchased for the county by a grant from Waddell Group. Press Release.

  • March 8, 2010. Theresa Waddell voted President of the new formed Arlington Special Education PTA, a school-district based Parent Teacher Association serving all schools and families in Arlington County, Virginia. Arlington SEPTA is the first Special Education PTA in the Commonwealth of Virginia, and the 130th in the nation. Arlington SEPTA.

  • July 13, 2009. Christopher Waddell, CFP was quoted in BusinessWeek’s "Caught Between the Elder Care and Education Money Pits."  Read Article

  • April 20, 2009. Theresa Waddell, CPA, CMFC was quoted in Wealth Manager's "2009 Women in Wealth Management" Survey.

  • April 1, 2009. Christopher Waddell, CFP was quoted in the cover story of April’s Financial Planning’s, "Is Healthcare Planning Your Next Business?"

  • August 28, 2008. The Washington Post ran an article, "Adding Strands to An Autism Safety Net," about the efforts of Virginia families to obtain services for children and adults with developmental disabilities, such as autism. Our family was featured in this article.

  • June 4, 2008. Christopher Waddell, CFP appeared on CNBC’s Boomer Nation with Hampton Pearson in a piece on "Boomer Anxiety."

  • July 3, 2007. Christopher Waddell, CFP, and Theresa Waddell, CPA CMFC, left the broker-dealer Waddell & Reed, that was founded by a distant relative, to join Raymond James Financial Services, Inc. in the independent channel.

  • February 18, 2007. Waddell family profiled on ABC World News, “Genes a Major Factor in Autism”

  • June 10, 2006. Special viewing of Disney/PIXAR's Summer 2006 Release, Cars the Movie, the first of many sensory friendly movie events for families with special needs. AMC16 at Tyson's Corner Mall, Tyson's Corner, VA.

  • March 1, 2005. Theresa Waddell, CPA, published an article in the Organization for Autism Research's newsletter entitled, Special Needs Planning: What You Need to Know.


Raymond James Financial Services, Inc. does not provide advice on tax, legal services. These matters should be discussed with the appropriate professional.

529 College Savings Plan

Waddell Group
An Independent Firm
1953 Gallows Road
Suite 110
Vienna, VA 22182

T: 703.881.9173 // TF: 888.312.9173
F: 703.881.9174

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC Privacy Policy

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.