Investment Advisor Representative
“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
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