Jeff Reddick Email & Phone Number
Certified Financial Planner @ WG Plan
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Jeff Reddick Location
- McKinney, TX, US
Jeff Reddick Work
- 2025 -now Certified Financial Planner @
- 2016 -2026 President @ Guideline Capital Management
- 2012 -2016 Senior Vice President, Texas Partner @ Davis Financial Advisors
- 2008 -2012 Director of Advanced Planning @ Scheer Wealth
- 2006 -2008 Certified Financial Planner tradmark @ Sojourn Financial
- 2002 -2006 District Financial Advisor @
- 1999 -2002 Financial Advisor @
Jeff Reddick Education
- Baylor University
Bachelor of Business Administration (BBA) (Marketing/Marketing Management, General)
1994-1999 - Baylor University
BBA (Marketing/Marketing Management, General)
1994-1999
Jeff Reddick Skills
- Alternative Investments
- Strategic Financial Planning
- Financial Advisory
- Portfolio Management
- Series 63
- Financial Planning
- Investments
- Risk Management
- Finance
- Retirement
- Investment Management
- Tax Advantaged Investment Strategies
- Asset Allocation
- Wealth
- Retirement Planning
- Wealth Management
- Life Insurance
- Mutual Funds
- Wealth Management Services
- Series 7
Jeff Reddick Summary
- Jeff Reddick, based in McKinney, TX, US, is currently a Certified Financial Planner at WG Plan. Jeff Reddick brings experience from previous roles at Guideline Capital Management, Davis Financial Advisors, Scheer Wealth and Sojourn Financial. Jeff Reddick holds a 1994 - 1999 Bachelor of Business Administration (BBA) in Marketing/Marketing Management, General @ Baylor University. With a robust skill set that includes Alternative Investments, Strategic Financial Planning, Financial Advisory, Portfolio Management, Series 63 and more. Jeff Reddick has 2 emails and 1 mobile phone numbers on RocketReach.
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