CoverProfile

Paul Reynolds

President and Founder

Triangle Wealth Management

United States, North Carolina, Raleigh

About Me

Paul Reynolds, III, President and Founder of Triangle Wealth Management, is a veteran of the financial industry. In 1980, Paul began his career with Carolina Securities Corporation. Paul was early to embrace the consultative fee-based approach to financial planning, which aligned his goals with those of his clients and established his reputation as an advocate for families. In 1989, after Carolina Securities was acquired, he moved his financial practice to Wheat First Securities. In 1992, as one of Wheat First’s top financial advisors, Paul was honored to receive the firm’s highest award for ethical standards, The Professional Excellence Award. In 1998 Wheat First Securities was acquired by
View more

Profile Information

President and Founder

Triangle Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Raleigh

North Carolina

United States

May 15, 2024

More profiles to browse

SL
Scott Loyek
Managing Director
Profile Photo
Deborah Kaufman
Chief Financial Officer and Managing Director

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University