Reid Harris

Financial Advisor | Fiduciary Financial Planner | Investment Advisory Services | Serving Pre- & Post-Retirees, Widows & Widowers, and Executives👇🏻 Helping You Navigate Wealth with Strategy and Simplicity 👇🏻

Role
Key Leader, Colleague & Culture Leader, Financial Advisor at Edward Jones
Location
Wilmington, NC, US
LinkedIn followers
500 followers

About Reid Harris

Hi there! My name is Reid!By helping my clients establish, grow, protect, and transfer their wealth, I hope to leave people and places better than when I found them. This is my personal mission statement and how I define \"success\" in working with my clients.My goal in working with clients is to help them get the most out of their lives with the resources they have.People my team best serves includes those who— Have changed jobs, careers or retired (or considering retirement)— Were working with a financial advisor who has retired or left the industry, or do not feel they are putting their best interests first— Have sold a home, land or business and/or have relocated to the area— Have inherited or will be inheriting moneyEdward Jones allows me to serve clients in a personal way, keeping their best interests as my top priority.I work to understand what is most important to the families and professionals I serve, using an established process to help them create realistic goals and implementing personalized strategies to help them accomplish those goals. We work as a cohesive team with your Estate Planning attorney and Tax professional to ensure we work to try to maximize all facets of your financial life.By working together and remaining accountable to each other, we help you stay on track through all stages of life. We have longevity on our side and can be here for you throughout your retirement and for generations to come.You can expect to learn the following from having a conversation with me:1. Why I am suggesting a certain investment, strategy or idea to implement2. Timely updates on market conditions and volatility3. A transparent explanation of costsPlease call my team at (91••••••92, where my wonderful Branch Office Administrator Sara Keyes or myself will be here to schedule an introductory phone call to see where we can add value to your situation.If you\'d like to connect professionally for a coffee and to network, email me at r••••••••@edwardjones.com to set up a time to connect!We look forward to learning more about instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Key Leader, Colleague & Culture Leader, Financial Advisor

    Edward Jones

    Jan 2025 — Present · Wilmington, DE, US

    The Colleague & Culture Leader promotes Edward Jones\' core values through community impact, colleague experience, and culture of compliance strategy execution.Key responsibilities include:Culture of Compliance: Serve as the region contact and champion for Culture of Compliance, including elevating the region\'s compliance IQ through proactive communication and education.Community Impact: Development of community outreach strategy in partnership with stakeholders based on market opportunities.Colleague Experience: Creation of strategies and events targeting improvements for colleague experience and place of belonging.Strategic Partnerships: Scoping of strategic partnerships in collaboration with External Affairs and building leadership opportunities across targeted communities.

Education

  • North Carolina State University

    Business Administration, Entrepreneurship

    2015 — 2018

Skills

  • Scheduling
  • Microsoft Office
  • Idea Person
  • Persistence
  • Vocabulary
  • Social Listening
  • Organizational Leadership
  • Communication
  • Website Creation
  • Public Speaking
  • Microsoft Word
  • Team Leadership
  • Strategic Planning
  • Student Development
  • Time Management
  • Creative Entrepreneurship

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Reid Harris — Key Leader, Colleague & Culture Leader, Financial Advisor at Edward Jones in Wilmington, NC, US | Unifers