REID SCHMIDELER

Reid Schmideler relishes the opportunity to engage with clients around the uncertainties that impact their financial planning. Taking particular interest in the educational components of personal finance, he is adept at taking complex planning concepts and patiently demystifying them.

Reid joined Alloy Wealth Management in 2019 as an advisor. “My own passion for retirement planning and economic forecasting led me to join Alloy in an effort to deliver the very best investment strategies for our clients. Our mission is simple: To teach clients how to build robust financial plans, inspiring the confidence and peace of mind needed to live their lives to the fullest,” he says. “The client is always the most important person in the room.” In addition, Reid takes a particular interest in working with the children of his clients to put their retirement plans on autopilot. “The retirement planning landscape has changed dramatically with the proliferation of Roth 401(k)s and other tax-advantaged planning options. Much of the conventional wisdom has become stale, riddled with cliches, and needs to be updated.

Reid earned both his MBA and undergraduate Business Administration: Economics degree from Liberty University. He holds the FINRA Series 65 and North Carolina Life, Accident & Health licenses. In addition, he is working toward his CFP®. Regarding continuing education, he believes that “as the industry and legislative landscape continue to evolve, financial advisors must stay relevant, continually researching and incorporating new evidence into their practices.”

In his spare time, Reid enjoys competing in golf tournaments, spending time with his wife, and reading the Wall Street Journal.

Contact Us

Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC - DBA Alloy Investment Management is a state registered investment adviser in North Carolina and South Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC - DBA Alloy Investment Management.