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Anthony Reid

Anthony Reid
Virtual Premier Banker

2320 Cascade Pointe Blvd

Charlotte, NC 28208-6700

Anthony.Reid@truist.com

Phone 704-954-1694

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About me

Background

Anthony Reid is a Virtual Premier Banker with 31 years of financial services experience. His desire to make a difference in the communities he serves was the reason for his choice of careers. Anthony helps his clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions based on their goals and objectives, and active relationship and risk management. He and his team provide clients with both the human and technological elements to assist them in five key areas: banking, credit, investments, risk and insurance, and estate planning.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's in Business Management
Morgan State University

Personal interests

Originally from Charleston, SC, Anthony and his wife reside in Charlotte, NC with their Yorkshire Terrier (who thinks he's a human and keeps them very busy). They enjoy taking trips to visit family and friends, watching their favorite television shows and movies, and golfing.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • Wills, trust, wealth transfer, estate administration and settlement, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

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  • May Lose Value

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