REID SCHMIDELER

Wealth Management Advisor

Reid Schmideler joined Alloy Wealth Management upon spending two years with Pfizer, where he gained high-level exposure to the nuances of account management while displaying passionate business ownership over his portfolio. At the previous position, he collaborated with multiple layers of stakeholders including Pfizer sales representatives, Walgreens supply chain professionals, and hundreds of customer contacts in order to drive efficiencies in the Order to Cash cycle. While there, he distinguished himself by earning his CSCP (Certified Supply Chain Professional).

“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.

Contact Us

Alloy Wealth Management

Charlotte, NC

Contact Information

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

erica@alloywealth.com

Alloy Wealth Holdings, LLC - DBA Alloy Investment Management is a state registered investment adviser based in North 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.

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