How I Work
I became a financial professional for the passion of finance and the joy of helping other pursue their goals. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training and experience as a financial professional, I can help people better prepare for the future. After over 20 years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial goals and objectives.
Reginald Tolbert
Owner/President
About Reginald Tolbert
Reginald has over 20 years of industry experience including Financial Advisor, Morgan Stanley Smith Barney, Financial Representative Edward Jones. Licenses include Series 7 and 63 registrations currently held with LPL Financial and 65 held with Independent Advisor Alliance; Life Health and Variable Annuity Licensed. Reginald is registered to offer securities products in FL, CA, AL, VA, TN, GA, MD, MI, NJ, OH, and TX
Reginald has a Bachelor of Science in Mechanical Engineering University of Detroit Mercy, and has completed the Certified Financial Advisor (CFP) Program
Business Organizations and Community Support:
Reginald is very involved in community services and organizational involvement including Member of Rotary International, Member of Hopewell Church, University of Detroit Mercy Alumni Association, and Member Board of Directors of Red Cross of Northeast Florida.
Reginald is a strong supporter of the following community outreach programs: Daniels Kids, Claire White Mission, Annie Ruth Foundation, and Orlando Magic Youth Foundation.