Reid Shipley is a Financial Advisor with Raymond James with over a decade of experience in the financial sector. Mr. Shipley focuses in the area of asset management for family offices, institutions, high net worth individuals, and corporate ERISA plans. Banking and planning services are also an area of Mr. Shipley’s practice. During Mr. Shipley’s career, he has carried out asset management for institutional clients, underwriting and analysis of private equity capitalized companies, restructuring and securitization of capital commitments directly tied to the recovery of his former employing institution, and establishment of policy statements and financial models.
A member of First Presbyterian Church of Tulsa, Mr. Shipley is involved in the community as a board member with the Summit Club of Tulsa and an executive board member with the Indian Nations Council of Boy Scouts of America. Mr. Shipley holds a B.A. in History from John Brown University in Siloam Springs, Arkansas. A Series 7 and Series 66 license holder, Mr. Shipley maintains registration in the following states: AR, OK, TX, TN, FL, MI, IL, CO and CA.
Raymond James is not affiliated with the above organizations and/or charitable causes.