Craig Reid
Senior Partner, Retirement Planning Specialist
P: 732-606-8402
F: 732-240-9380
Email: [email protected]
Investment Philosophy
I am committed to the ideology that education is vital to understanding one’s current financial situation and to apply the highest standards of integrity and professionalism in my relationships with my clients.
Business Philosophy
I believe in providing my clients with quality information, services, and investment strategies designed to achieve their financial goals and objectives. I help clients develop a written, formal, comprehensive investment plan that serves as a blueprint for their financial future.
About
- Graduate of Longwood University with a Bachelor’s of Science Degree in Business Administration
- Joined AXA Advisors in 1989
- Hold FINRA Series 24, 26, 53, 66, 7; Life & Health Licensed; licensed to serve clients in NJ, NY, PA, FL, GA, CO, CA, and MD
- Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania
- Earned RICP (Retirement Income Certified Professional) designation from The American College in 2014*
- Nationally recognized for personal and management achievements by Equitable Advisors; member of the Equitable Advisors Hall of Fame
- Resides in Wall, NJ with wife, Lori, and our 3 sons
- Enjoy skiing, golfing, boating/fishing, and coaching my sons in soccer, baseball, and basketball
* RICP: The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at [email protected]. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.
Financial professionals of Private Wealth Strategies offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Insurance Agency of Utah, LLC in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or respond to inquiries, only in state(s) in which they are registered and/or licensed. The information on this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Private Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-148262 (6/15/20) (Exp. 06/24)