Kevin Reid
I lead The Reid Group with a philosophy shaped by clarity, gratitude, and excellence. Following a successful heart transplant at Vanderbilt University Medical Center, I gained a renewed perspective on time, priorities, and purpose - and that experience inspired our heart-led approach to wealth management.
We proudly serve executives, physicians, and professionals across the local and the broader healthcare community. Our mission is simple but powerful:
Clarity in complexity
Confidence in decision-making
Concierge-level strategy that reflects your life's priorities, not just your balance sheet
Our promise: to help you align your wealth with what matters most - your values, your family, and your calling - through a strategy as intentional as the way you live and lead.
Led by Heart. Driven by Excellence.
I lead The Reid Group with a philosophy shaped by clarity, gratitude, and excellence. Following a successful heart transplant at Vanderbilt University Medical Center, I gained a renewed perspective on time, priorities, and purpose - and that experience inspired our heart-led approach to wealth management. We proudly serve executives, physicians, and professionals across the local and the broader healthcare community. Our mission is simple but powerful:
Clarity in complexity Confidence in decision-making Concierge-level strategy that reflects your life's priorities, not just your balance sheet
Our promise: to help you align your wealth with what matters most - your values, your family, and your calling - through a strategy as intentional as the way you live and lead. Led by Heart. Driven by Excellence.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
