Julie Reynolds

20+ Years of experience in the financial services and accounting industry

Registered Representative- FL, KS, SC

Insurance Registered in FL, CO, GA, IA, MO, NE, NV, SC, TN, TX, UT

My Mission Statement

As a focused and attentive Financial Representative, my practice is built upon the key beliefs of honesty, integrity, transparency and dedication for everyone. I bring powerful, exciting solutions, adding value to my clients’ personal, family, and business needs. I specialize in working with business owners, professionals, families, and individuals. My passion is to bring financial literacy to the to everyone I meet.

My previous experience, 20 years in the Accounting/Finance corporate, private, and start up world, is a key benefit for my clients as I help them navigate through their financial needs and goals. 

• Series 6
• Series 63
• Florida 2-15 Life, Health and Variable Annuities Agent license

Specialty Services

• Financial Planning
• Retirement Planning
• Wealth Management
• College Planning
• Insurance Needs
• Annuities
• 401k Rollover Consultations
• Customization to meet client's needs

Memberships

• BNI- Success Masters Seminole FL
• Hammers and Heels - Habitat for Humanity
• NARI - National Association of the Remodeling Industry
• CCC - Contractors, Closers and Connections   
• ABC - Associated Builders & Contractors Florida Gulf Coast Chapter

About:

I strive to be a valuable partner for financial security; helping my clients create and protect wealth for the years ahead. I offer goal and retirement strategies; my financial planning provides for long-term, managed money strategies, a wise alternative to day trading and the risks of speculation. 

My team has a deep understanding of the responsibilities we have as fiduciaries and do not take lightly the trust our clients have in our knowledgeable review and financial advice.

A tactical and strategic comprehensive approach allows me to view how your financial plan works as a whole.

My tactical approach offers an evaluations of your current financial plan and risk management policies.

If you have recently experienced or will soon experience a life changing event: 

• • marriage, 
  • divorce, 
  • birth of a child or grandchild, 
  • new job, 
  • retirement, 
  • death or illness of a loved one

My strategic approach is important to a sound financial plan:  

• • Cash management,
  • Risk management,
  • Investment planning,
  • business succession plans, 
  • tax strategies, 
  • Retirement planning
  • Estate planning
  • budgeting, 
  • insurance policies