REID SCHWARTZ, CFP�

Financial Advisor

Address: 345 West Wesmark Boulevard , Sumter , SC 29150-1987
Phone: 803-305-4015 | 800-922-6436 Fax: 803-305-4040
Email: Reid.Schwartz@wellsfargoadvisors.com Compose mail in a new window

My Background

My Associate(s): Brenley Davis, Registered Client Associate

My Experience

2013 - 2016 : CSX Transportation, Manager of Operations Finance
2016 - 2018 : Davenport & Company LLC, Public Finance Analyst
2018 - Present : Wells Fargo Advisors, Financial Advisor

My Education & Credentials

Bachelor of Science in Finance - Calhoun Honors College at Clemson University

My Areas of Focus

Advisory Services
Insurance
IRAs & IRA Strategies
Retirement Planning

Securities Registered in the following states: AL, CA, FL, GA, IL, MD, MO, MS, NC, NJ, OH, SC, TN, TX, VA
REID SCHWARTZ: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: South Carolina : Sumter Branch