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Jeff Reddick Email & Phone Number

President at Guideline Capital Management
Location: Mckinney, Texas, United States 6 work roles 2 schools
2 work emails found @investgcm.com 3 phones found area 214 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 3 phones

Work email j****@investgcm.com
Direct phone (214) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Guideline Capital Management
Role
President
Location
Mckinney, Texas, United States

Who is Jeff Reddick? Overview

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Quick answer

Jeff Reddick is listed as President at Guideline Capital Management, based in Mckinney, Texas, United States. AeroLeads shows a work email signal at investgcm.com, phone signal with area code 214, and a matched LinkedIn profile for Jeff Reddick.

Jeff Reddick previously worked as Senor Vice President, Texas Partner at Davis Financial Advisors and Director of Advanced Planning at Scheer Wealth. Jeff Reddick holds Bachelor Of Business Administration (Bba), Marketing/Marketing Management, General from Baylor University.

Company email context

Email format at Guideline Capital Management

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{first}@investgcm.com
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AeroLeads found 2 current-domain work email signals for Jeff Reddick. Compare company email patterns before reaching out.

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Profile bio

About Jeff Reddick

Guideline Capital Management is a Registered Investment Advisory firm primarily focused on Financial Planning and Wealth Management for executives and business owners. We deliver advice on a Fiduciary basis, ensuring that the best interest of our clients always come first. Our proprietary DRIVE process ensures the creation, implementation, and ongoing management of a holistic financial plan that aligns our clients' financial lives with their goals and values. Utilizing the latest in financial planning technology, rigorous risk management tools, institutional investment managers, and the most current research in wealth management tactics and strategies, we act as our clients' personal CFO, stewarding their financial lives so they can focus on what truly matters.

Listed skills include Strategic Financial Planning, Investments, Wealth Management, Retirement, and 16 others.

Current workplace

Jeff Reddick's current company

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Guideline Capital Management
Guideline Capital Management
President
7651 Eldorado Pkwy,
Website
investgcm.com
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6 roles

Jeff Reddick work experience

A career timeline built from the work history available for this profile.

President

Current
Guideline Capital Management

Mckinney, Texas

Guideline Capital Management is a Registered Investment Advisory firm primarily focused on Financial Planning and Wealth Management for executives and business owners. Our proprietary DRIVE process ensures the creation, implementation, and ongoing management of a holistic financial plan that aligns our clients' financial lives with their goals and values. Utilizing the latest in financial planning technology, rigorous risk management tools, institutional investment managers, and the most current research in wealth management tactics and strategies, we act as our clients' personal CFO, stewarding their financial lives so they can focus on what truly matters.

Oct 2016 - Present

Senor Vice President, Texas Partner

Davis Financial Advisors

Mckinney Texas

“Registered representative offering securities and additional advisory services throughIndependent Financial Group, LLC (IFG), a registered broker-dealer and investmentadvisor. Member FINRA/SIPC. Davis Financial Advisors and IFG are unaffiliated entities.OSJ Branch: 11601 Blocker Drive, Suite 105, Auburn, CA 95603.Licensed to sell securities in the following states: CA, FL, TX & VA.

Jan 2012 - Oct 2016

Director Of Advanced Planning

Scheer Wealth

Mckinney Texas

I was the Director of Advanced Planning at Scheer Wealth. In addition to maintaining and growing my own clientele. I was heavily involved in research and due diligence for the investment and risk management strategies we employed for the firms clients.

Jun 2008 - Jan 2012

Certified Financial Planner Tradmark

Sojourn Financial

I am a Certified Financial Planner Professional and I work with my clients to create, implement, and manage a successful finanical life plan. I focus on the areas of retirement, education, and investment planning utilizing tax efficient wealth strategies to maximize returns while minimizing risk.

Jun 2006 - Jun 2008

District Financial Advisor

Farmers Insurance & Financial Services

I worked as a district financial specialist at Farmers Insurance & Financial Services.My duties were to work with the insurance agents to serve the needs of their client base in the realms of investing and financial planning

Aug 2002 - May 2006

Financial Advisor

Northwestern Mutual

I worked as a finanical advisor while at NML, primarely focusing on life insurance and retirement planning.

May 1999 - Aug 2002
2 education records

Jeff Reddick education

Bachelor Of Business Administration (Bba), Marketing/Marketing Management, General

Baylor University
FAQ

Frequently asked questions about Jeff Reddick

Quick answers generated from the profile data available on this page.

What company does Jeff Reddick work for?

Jeff Reddick works for Guideline Capital Management.

What is Jeff Reddick's role at Guideline Capital Management?

Jeff Reddick is listed as President at Guideline Capital Management.

What is Jeff Reddick's email address?

AeroLeads has found 2 work email signals at @investgcm.com for Jeff Reddick at Guideline Capital Management.

What is Jeff Reddick's phone number?

AeroLeads has found 3 phone signal(s) with area code 214 for Jeff Reddick at Guideline Capital Management.

Where is Jeff Reddick based?

Jeff Reddick is based in Mckinney, Texas, United States while working with Guideline Capital Management.

What companies has Jeff Reddick worked for?

Jeff Reddick has worked for Guideline Capital Management, Davis Financial Advisors, Scheer Wealth, Sojourn Financial, and Farmers Insurance & Financial Services.

How can I contact Jeff Reddick?

You can use AeroLeads to view verified contact signals for Jeff Reddick at Guideline Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Jeff Reddick attend?

Jeff Reddick holds Bachelor Of Business Administration (Bba), Marketing/Marketing Management, General from Baylor University.

What skills is Jeff Reddick known for?

Jeff Reddick is listed with skills including Strategic Financial Planning, Investments, Wealth Management, Retirement, Portfolio Management, Risk Management, Life Insurance, and Alternative Investments.

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