Julie Reynolds

Registered Representative

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