William Reid Culp Iii Email & Phone Number

Charlotte, North Carolina, Us

As an independent, fee-only investment advisor based in Charlotte, NC, I prioritize providing the best advice to my clients. By focusing on my clients' personalized needs, I help them achieve their unique financial goals through tailored investment strategies. My passion lies in helping clients meet their investment, business, and personal goals. With a deep understanding of the interplay between business and personal finances, I strive to keep all aspects of my clients' financial lives in order.I specialize in developing customized investment management solutions for successful entrepreneurs, families, private foundations, retirement plans, and other business clients. My approach includes strategic asset allocation and the management of individual fixed income and equity securities. Beyond investment management, I offer comprehensive services in estate planning, tax planning, asset protection, and charitable planning.I graduated with Distinction from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill with a B.S. in Business Administration. In addition, I'm a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. I passed the Series 65 investment licensing exam, and I am President of TAGStone Capital.I am available by text or phone at (704) 533-8900 or via email at reid.culp@tagstonecapital.com.

Gastonia, Nc, Us

In December 2009, with the establishment of the Atlanta management team, I transitioned to the role of Regional Manager for North and South Carolina. I oversaw ten apartment communities, managing 2,467 units across various locations, including Charlotte, Gastonia, Fayetteville, Hendersonville, Jacksonville, Rock Hill, and Spartanburg. During this economically challenging period, I collaborated with the CEO, upper management, and on-site teams to enhance the quality of life for residents and increase asset value by boosting revenue and reducing costs. This role provided invaluable experience in leading a large, diverse team through difficult times.Key Responsibilities:- Managed operations of ten apartment communities totaling 2,467 units.- Worked with executive management to strategize improvements in revenue and cost efficiency.- Led initiatives to improve resident satisfaction and asset value.

Gastonia, Nc, Us

In June 2009, I played a crucial role in Southwood Realty's expansion into the Atlanta market, assisting with acquiring apartment communities at the bottom of the '08-'09 real estate cycle. My responsibilities encompassed due diligence for new properties, redevelopment, re-leasing of acquired properties, and assembling a regional management team. Reporting directly to the founder, I gained significant insights into business operations and team dynamics.Key Responsibilities:- Facilitated the acquisition and redevelopment of apartment communities.- Conducted due diligence and re-leasing activities.- Assembled and managed a regional management team.This period enhanced my understanding of business strategies and interpersonal skills.

Bachelor Of Science (B.S.), Business Administration

The Mccoll School Of Business, Financial Planner Certificate

International Business

Education record