Reid Burford

Retirement Consultant @Lincoln Financial

Richmond, VA, US
MOBILE NUMBERS
+18•••••••40

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WORK HISTORY

Jan 2025 — Present

Retirement Consultant @Lincoln Financial

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Richmond, VA, US

Securities and Investment Advisory Services offered through Simplicity Investments. Securities dealer, Member FINRA/ SIPC; TLG Advisors, Inc. Registered Investment Advisor; 475 Springfield Ave, Summit, NJ 07••••••••80. Lincoln Financial is not affiliated with Simplicity Investments. I do not provide securities recommendations, investment advisory services or tax/ legal advice. Insurance products offered through LFD affiliates. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. LCN- 67••••••••24

EDUCATION

N/A

Loyola University Maryland

Master of Business Administration - MBA, Finance

N/A

Loyola University Maryland

Master of Business Administration - MBA, Finance, General

N/A

Virginia Tech

BS, Marketing Management

ABOUT REID BURFORD

Accomplished executive with retirement readiness, capital markets, institutional trading, financial planning and sales experience. Established track record of building and managing profitable business lines from the ground up. Possess exceptional social skills across all audiences. Skilled at combining financial market knowledge with a focused calling effort in a competitive business environment. Effective communicator with strong ability to manage risk and reward, while building long term relationships and helping retirement readiness conversations become less daunting.

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