About Me
Bill is the team’s lead financial advisor and Branch Manager of the Brentwood, Tennessee, office. He provides a comprehensive range of services to high-net-worth individuals, professionals, and executives, both pre- and post-retirement. With more than 25 years of investment industry experience, Bill focuses on asset allocation, manager selection, and wealth management to help clients pursue their goals.
Bill has attained the Certified Investment Management Analyst® designation, administered by the Investments & Wealth Institute™ and through coursework in conjunction with The Wharton School of Business. The designation identifies those individuals who have successfully completed coursework surrounding complex portfolio construction, investment analysis, and comprehensive wealth management in accordance to clients’ philanthropic mission, investment philosophy, and financial goals.
Bill graduated from Vanderbilt University and currently resides in the Nashville area with his wife, Tracy, and two daughters. In his spare time, he loves to run in Percy Warner Park with his dogs, Cooper and Bennett, and is an avid fan of the Nashville Symphony and Vanderbilt Athletics.
About Me
Reid began his investment industry career in 2014 and joined Stifel in 2021. Prior to Stifel, he served as a financial advisor with Merrill Lynch, focusing on retirement planning and wealth management strategies. He delivers a comprehensive approach to wealth management that begins with identifying and prioritizing his clients’ goals. Every client’s situation, needs, and goals are unique, and it is his job to help ensure clients receive the personalized attention they deserve.
Reid originally hails from the north suburbs of Chicago but moved to Dallas to attend and graduate from Southern Methodist University with a B.B.A. in Finance. Immediately upon graduation, he moved to Nashville, where he and his wife, Rudi, now reside with their Goldendoodle, Penny. Outside the office, he enjoys playing golf, reading, and cooking.
