David Reid

Financial Advisor Assistant
David Reid

David was born in Oklahoma and raised on a wheat farm. He continues to look forward to his once yearly trips back to his farm. David's two children are working in the health care field, one a Laboratory Scientist and the other a Physical Therapy Assistant. David graduated from the University of South Carolina and has had a variety of employment. His latest is being an Advisor Assistant to Robert Templeton. David's interests include lawn and garden activities and traveling.


David Reid

Financial freedom begins with a recognition. It is then followed by a decision to leave where you are in pursuit of where you want to be.

Bob Deaton, CFP, CMFC

It isn't how much money I'm making that will determine my financial success. Rather it is how much I'm keeping and how hard it is working for me.

Jay Brown

If we are planning for our future, we have to begin with the present. If we don't identify our starting point, we will not have a direction to walk towards.

Ken Calcutt, CMFC

In the pursuit of our financial goals, we must be willing to adjust our strategies.

Robert Templeton, CKA, CRPS, CMFC