“At Pfizer, the patient came first. At Alloy, the client comes first,” says Reid, making the firm an ideal fit for his career move. “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.”
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®, taking night classes through Queens University. 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.
Alloy Wealth Management
13840 Ballantyne Corporate Place Suite 115
Charlotte, NC 28277
Mon-Fri: 9:00 AM – 5:00 PM
Toll-Free: (800) 689-3935 | Fax: (877) 496-9797
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.
Copyright 2020 | All Rights Reserved