Reid Heath

Reid Heath helps us maintain the high level of service we provide to our clients. Knowledgeable and responsive, he provides timely, accurate and meaningful answers to our clients’ questions and makes sure their needs are always his greatest priority.

Reid also provides support for our team’s client accounts, schedules, and prepares documents for client meetings and assists with marketing efforts.

Before joining our team in March 2024, Reid was a Customer Relationship Advocate at Fidelity Investments. He earned a bachelor’s degree in economics with a minor in Business Administration from East Carolina University.

Originally from Wilmington, North Carolina, Reid currently resides in Durham. When not in the office, Reid enjoys spending time with friends and family, and playing pickup basketball at his local park.