portrait of Andrew Reid
FINANCIAL ADVISOR
Accepting New Clients
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About Andrew

I understand that investing and financial planning can be daunting with all the information and misinformation available to us. Navigating this industry is challenging, and it is also a challenge to find a trusted advisor to partner with as you make financial decisions through different life stages.

Using an established process, I can help you develop strategies to consolidate, build, protect and transfer your wealth. To accomplish this, I will learn what is most important to you, discuss and implement strategies and partner together to ensure you remain on track.

My role as a financial advisor is to educate and empower my...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews

Work History

  • Edward JonesMay 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Touro University InternationalMaster of Science
  • Ohio University-AthensMaster of Business Admin

Personal Interests

  • Camping
  • Hiking
  • Spending Time with Family
  • Home Improvement
  • Cooking

Team Members

  • Amy Backlund
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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