Chris Reagan

Chris Reagan Email and Phone Number

Wealth Management Advisor @ Meridian Wealth Management, LLC
Chris Reagan's Location
Jupiter, Florida, United States, United States
Chris Reagan's Contact Details
About Chris Reagan

At Meridian Wealth Management, my focus is on empowering clients through strategic wealth optimization, leveraging over two decades of industry experience. Our team's approach integrates financial planning solutions and retirement planning to navigate complex financial landscapes effectively.

Chris Reagan's Current Company Details
Meridian Wealth Management, LLC

Meridian Wealth Management, Llc

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Wealth Management Advisor
Chris Reagan Work Experience Details
  • Meridian Wealth Management, Llc
    Wealth Management Advisor
    Meridian Wealth Management, Llc May 2022 - Present
    Lexington, Kentucky, Us
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  • Prudential Financial
    Financial Advisor
    Prudential Financial Feb 2019 - Apr 2022
  • Grand Central Financial Group, An Office Of Metlife
    Financial Professional
    Grand Central Financial Group, An Office Of Metlife Jul 2005 - Feb 2019
  • Fortis Lux Financial, A Member Of The Massmutual Financial Group
    Financial Planner/ Investment Advisor Representative
    Fortis Lux Financial, A Member Of The Massmutual Financial Group Jul 2005 - Feb 2019
    • Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.
  • Aig
    Financial Advisor
    Aig 2003 - 2005
    New York, Ny, Us
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  • Citigroup Global Markets
    Financial Advisor
    Citigroup Global Markets Mar 2001 - 2005
  • Prudential Securities
    Financial Advisor
    Prudential Securities 1998 - 2001
    San Francisco, California, Us
    View

Chris Reagan Skills

Estate Planning Finra Asset Management Fixed Annuities Finance Retirement 401k Disability Insurance Insurance Mutual Funds Financial Services Retirement Planning Securities Life Insurance Investment Management Series 7

Chris Reagan Education Details

  • Gettysburg College
    Gettysburg College
    Finance/Economics

Frequently Asked Questions about Chris Reagan

What company does Chris Reagan work for?

Chris Reagan works for Meridian Wealth Management, Llc

What is Chris Reagan's role at the current company?

Chris Reagan's current role is Wealth Management Advisor.

What is Chris Reagan's email address?

Chris Reagan's email address is ch****@****ial.com

What is Chris Reagan's direct phone number?

Chris Reagan's direct phone number is +173226*****

What schools did Chris Reagan attend?

Chris Reagan attended Gettysburg College.

What skills is Chris Reagan known for?

Chris Reagan has skills like Estate Planning, Finra, Asset Management, Fixed Annuities, Finance, Retirement, 401k, Disability Insurance, Insurance, Mutual Funds, Financial Services, Retirement Planning.

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