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Everest Group
at Waddell & Reed
Integrity. Service. Experience. 

4582 S. Ulster Street Pkwy., Suite 103

Denver, CO 80237
Phone:
  • (303) 626-2442
Fax:
  • (303) 770-6104

Everest Group was originally formed in 2010 by Darren Meyer and Bill Caton who were serving as independent financial advisors with Waddell & Reed. Our team recently expanded, adding advisor Michael McKinnis Jr. to the team. The Everest Group has over 44 years of combined experience in financial advisory services.

Given the complexities of the financial marketplace, we believe in taking organized steps toward a comprehensive financial solution. Our mission is to provide highly personalized, comprehensive wealth management services. We can implement strategic and tactical investment management strategies using a wide array of investment options, tax strategies, estate planning, insurance, and overall financial planning to help clients stay the course. Using state-of-the-art technology, our team of experienced, independent advisors work together to help ensure a comprehensive plan is in place to pursue your financial goals. We take the time to listen and understand our clients to personalize strategies for them. Our clients are individuals, families, and businesses located in over half the United States from Coast to Coast. We believe that working with experienced advisors can help to eliminate financial stress and allow you to focus on what is most important to you.

 

For a list of states in which the advisors are registered to offer securities, please contact the advisors. There is no assurance that any investment or financial strategy will be successful. Investing involves risk and investors may incur a profit or a loss.

Securities and Investment Advisory Services through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC, and Federally Registered Investment Advisor. 

Everest Group is a team name used by Advisors affiliated with Waddell & Reed for marketing purposes only.