Craig Reid

Investment Philosophy

I am committed to the ideology that education is vital to understanding one’s current financial situation and to apply the highest standards of integrity and professionalism in my relationships with my clients.

Business Philosophy

I believe in providing my clients with quality information, services, and investment strategies designed to achieve their financial goals and objectives. I help clients develop a written, formal, comprehensive investment plan that serves as a blueprint for their financial future.

About

• Graduate of Longwood University with a Bachelor’s of Science Degree in Business Administration
• Joined AXA Advisors in 1989
• Hold FINRA Series 24, 26, 53, 66, 7; Life & Health Licensed; licensed to serve clients in NJ, NY, PA, FL, GA, CO, CA, and MD
• Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania
• Earned RICP (Retirement Income Certified Professional) designation from The American College in 2014*
• Nationally recognized for personal and management achievements by Equitable Advisors; member of the Equitable Advisors Hall of Fame
• Resides in Wall, NJ with wife, Lori, and our 3 sons
• Enjoy skiing, golfing, boating/fishing, and coaching my sons in soccer, baseball, and basketball

* RICP: The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.