Craig J. Reid
President, Mma Securities Llc @Marsh McLennan Agency
Signup · Get unlimited contacts
WORK HISTORY
President, Mma Securities Llc @Marsh McLennan Agency
Overland Park, KS, US
Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA / SIPC, and a federally registered investment advisor. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone:(212) Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC and MMA Securities LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are offered solely as a Registered Investment Adviser through MMA Securities. Certain of our investment adviser representatives are registered representatives of MMA Securities. A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request. Please consult a tax professional for specific tax inquiries and recommendations. MMARetirement.com
EDUCATION
Missouri State University MBA Program
Master of Business Administration - MBA, Finance
University of Phoenix
Bachelor of Science (B.S.), Business / Accounting
University of Georgia - Terry College of Business
Executive Program in Financial Planning
The American Society of Pension Professionals & Actuaries
Qualified Plans Financial Consultant
The American College of Financial Services
Chartered Life Underwriter
ABOUT CRAIG J. REID
I grew up in a low-income family where financial security was never guaranteed. Like many similar families, my parents made important financial decisions without access to the kind of guidance that can change long-term outcomes. That experience shaped my belief that financial advice should be more connected, more accessible, and more impactful for the people it serves. Today, that belief informs the work we’re doing to help more Americans build financial security and long-term wealth.For decades, the financial services industry has treated retirement services, financial wellness, and wealth management as separate conversations. But that’s not how people experience their financial lives. Individuals and families make financial decisions every day that affect both their short- and long-term outcomes — at work, at home, and throughout every stage of life. The opportunity for our industry is to connect those experiences and deliver advice that reflects the way people actually live.As President of Retirement & Wealth at Marsh McLennan Agency, my focus is on building a platform that brings these worlds together. Alongside an exceptional team of advisors and leaders across the country, we are transforming how Americans build financial security and long-term wealth by connecting:• Workplace retirement programs• Holistic wealth advice• Financial wellbeing strategiesWhen these elements work together, organizations can deliver stronger outcomes for their employees, and individuals gain access to more meaningful financial guidance throughout their lives.At the same time, we are building a national platform designed for exceptional advisors and entrepreneurial firms — one that provides the scale, resources, and collaborative culture needed to serve clients at the highest level while continuing to grow and innovate.The financial advice industry is entering a new era. Demand for integrated guidance is growing, technology is reshaping how advice is delivered, and clients increasingly expect a more connected experience.The opportunity ahead isn’t simply to grow. It’s to reshape how financial advice is delivered in America.If you’re an advisor, leader, or firm owner who believes the future of advice lies in integrated solutions and strong client relationships, I welcome the conversation.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.