Anthony Reid

Anthony Reid
Vice President Medical Wealth Advisor Truist Bank

214 N. Tryon St.

33rd Floor,

Charlotte, NC 28202

Anthony.Reid@Truist.com

Phone 704-719-1796

Fax 704-417-4140

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About me

Background

Anthony is a Medical Wealth Advisor who has worked in the financial services industry since 1990. The Medical Specialty Practice exist to deliver team-based, tailored banking, credit, and investment solutions exclusively to medical practices and individuals in the medical profession. As a trusted partner and advocate, he and his team leverage their deep industry knowledge and experience to help clients navigate a complex, dynamic industry while addressing their financial goals. To qualify, individuals must either be in the medical field, have $1 million in assets with Truist, or be affiliated with a medical practice banked by the Medical Specialty Group.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
Morgan State University 1990

Personal Interests

Anthony is originally from Charleston, SC, and his wife, Alicia, is originally from The Bronx, NY.  They currently reside in Charlotte, NC and enjoy taking short 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, executive compensation, retirement distributions

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

Locations

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