Sr. Wealth Advisor
With more than 20 years of industry experience, Reid works closely with his clients to help identify their financial needs and determine the best strategies to help meet their goals. He is registered as an Investment Adviser Representative (IAR) and holds life and health insurance licenses in Texas. Reid studied business finance at the University of Utah and received his Bachelor of Applied Arts and Sciences from Texas A&M Commerce. He has been published or quoted in several media outlets such as Wall Street Select, CNN, the Star Telegram, and Kiplinger. In his free time, Reid enjoys playing golf and spending time with his wife and children on Lake Ray Hubbard near his home in Rockwall, Texas.