Waddell & Reed, Inc. Financial Advisor Mark Chavez

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    Financial Advisors

    Corpus Christi, TX

    Mark Chavez is a financial advisor with Waddell & Reed, Inc., a national financial services firm offering comprehensive wealth management and investment planning. Based in Corpus Christi, Mark helps clients develop personalized financial strategies including retirement planning, investment management, and wealth preservation. Waddell & Reed combines institutional expertise with local service to address the unique financial needs of individuals and families in the Coastal Bend area.

    Best for: Retirement PlanningWealth Management

    Ideal for: Individuals seeking retirement planning, families building wealth, business owners planning for succession

    Service area: Corpus Christi, TX and surrounding areas

    What Sets Waddell & Reed, Inc. Financial Advisor Mark Chavez Apart

    National Firm with Local Service: Backed by Waddell & Reed's institutional resources while providing personalized, one-on-one advisory relationships with a local advisor.

    Comprehensive Financial Planning: Offers integrated services including retirement planning, investment management, and wealth strategy tailored to individual client goals.

    Investment ManagementRetirement Planning
    Financial AdvisorInvestment ManagementRetirement PlanningWealth Management
    Google Rating
    5.0 ★ (4 reviews)
    Phone
    (361) 883-3177

    Location

    Address: 500 N Shoreline Blvd Suite 808, Corpus Christi, TX 78401

    Phone: (361) 883-3177

    Website: mchavez.wradvisors.com

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    Last updated April 21, 2026

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