Salam M. Assaf, MBA, CRPC, CPFA

Salam M. Assaf, MBA, CRPC, CPFA

Financial Advisor

Prior to LPL Financial acquiring W&R Advisors in 2021, Salam joined Waddell & Reed in 2009 and developed her practice providing clients with a variety of financial solutions, including retirement and investment planning, risk management, and employee benefits education. In her role as a financial advisor, Salam works closely with clients to create customizable, client-specific plans.

 

While guiding clients through this process, Salam’s focus remains two-fold: a) enabling clients to identify their individual financial goals; and (b) consistent and managed pursuit of those goals. She makes it a priority to explain the various aspects of what it means to invest and connect those concepts to both current and long-term needs of her clients.

 

Salam graduated with a bachelor’s degree in Marketing and Business from the University of Memphis and later earned a Masters of Business Administration from Mississippi State University. Living in Memphis, Salam enjoys gardening, travelling and spending time with her family.