portrait of Kevin P Reeg

About Kevin

I'm a financial advisor with over 13 years of pharmaceutical sales experience in my background. I understand many of the challenges faced by those who work in the healthcare industry.

I focus on helping medical and pharmaceutical executives and professionals transform their financial future and achieve financial goals through a holistic approach specific to the challenges they face. My experience lies in helping individuals identify primary risks in retirement and structuring a process to help mitigate market downturns while protecting life savings and maximizing retirement income.

Are you a busy medical or pharmaceutical executive or professional working long hours while also...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Healthcare Professionals
  • Wealth Strategies
  • Divorce Finances
  • Estate & Legacy Strategies

Work History

  • Edward JonesJanuary 2021 to Current
  • The Huntington Investment CoMay 2018 to January 2021

Education

  • Baldwin-Wallace CollegeMasters
  • University of ToledoBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Music
  • Pets
  • Traveling
  • Football

Team Members

  • Becky McGill
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

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