Reid Palmer headshot
Reid W. Palmer, CFP® Client Advisor

Reid W. Palmer, CFP®

Reid joined the Bryan Zaks Team as a Client Advisor in 2019 after spending two years as an analyst in the Winston-Salem office of Alex. Brown. During which time he serviced a variety of clients including nonprofits, family offices, and individuals. After graduating from the University of North Carolina at Chapel Hill with a BA in Economics and prior to joining Alex. Brown, Reid served the students of UNC-Chapel Hill with Cru, a campus ministry. He holds the Series 7 and 66 registrations as well as life, health and disability insurance licenses.

Outside of work, Reid spends time with Hannah his high school sweetheart, their daughter and golden retriever. He regularly volunteers at Samaritan Ministries and serves on the finance committee at Hope Presbyterian Church. When time allows he can be found trail running and playing golf.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.