Broker Check
Caresse Vera

Caresse Vera

Marketing & Operations Manager, Lumena Financial Strategies

Caresse Vera joined Waddell & Reed in 2007 as the Division Administrative Assistant in the Torrance Division Office. Her role in the division included overseeing portions of office operations and supporting Alison as well as more than 20 advisors and their staff. She left Waddell & Reed in 2013 to pursue other opportunities including web design and marketing.

Caresse’s strength in the area of technology, marketing and office efficiency led to an opportunity for her to join the practice in 2015. Caresse is responsible for managing the consistency of the Lumena brand in all communication including the design of invitations, postcards, and other printed material. She works directly with clients to establish their personal financial websites. She is responsible for event management and plays a lead role in the daily operations of the office, coordinating with all other members of the team. Her depth of experience combined with her artistic and creative abilities allows her to provide input and support in numerous aspects of the practice.

Caresse was born and raised in Pico Rivera, CA and has a wide variety of personal interests. She makes custom jewelry, has a talent for learning languages, plays the piano and sings, and is constantly expanding her knowledge in the area of marketing and design technology. Caresse loves to explore the community and still considers herself a tourist in her new hometown. She looks forward to becoming more involved in the community and expanding her creative endeavors.

 

Caresse is not employed by Waddell & Reed, Inc. but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.

08/18