Reid is a financial advisor focused on providing holistic financial planning that helps clients make confident, informed decisions about their financial lives. With over four years of experience in the financial services industry, he takes a comprehensive approach—considering investments, retirement planning, risk management, and long-term goals—to create financial plans that are both practical and personal.
Reid attended the University of Tennessee, where he studied Finance, and began his career working with Jackson National. There, he partnered closely with financial advisors to support the development of thoughtful, client-focused financial plans. That experience provided him with a strong foundation in planning concepts and a deep understanding of the advisor-client relationship, which he now brings directly to the clients he serves.
Outside of work, Reid enjoys being outdoors, playing golf, exercising, cheering on the Volunteers, and spending time with his wife, Maggie, and their dog, Kurtis.
Licenses & Registrations:
Reid holds the SIE, Series 7, Series 6, and Series 63 securities licenses, as well as a Tennessee Life and Health insurance license.