Triangle Securities Meet Our Executive Management

Paul D. Reynolds, III


President and Founder

“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”  - Maya Angelou 

Paul Reynolds, III, the Founder and President of Triangle Wealth Management, is a 41 year veteran of the securities industry. In 1980, Paul began his financial career with Carolina Securities Corporation. Paul embraced early the consultative fee based approach, 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, he was honored to receive the firm’s highest award for ethical standards, The Professional Excellence Award.
When Wheat First Securities was acquired by First Union National Bank in 1998 and later merged with Wachovia Bank, Paul, a Certified Portfolio Manager with the firm, decided to found Triangle in response to the continuing consolidation within the industry.  Today, Triangle Wealth Management provides families an alternative to the large financial institutions by providing unbiased and customized wealth management strategies in a relationship based on trust.

In his own words:
"My professional passion is to be an advocate for families. I founded Triangle Wealth Management to be an independent and objective voice for the financial needs of families. Integrity, trustworthiness, and the desire to achieve peace of mind, are key attributes of the partnerships we build with clients. It is very gratifying and humbling to help families to achieve their long-term financial success. "

Past Experience:
Senior Vice President & Certified Portfolio Manager, Wheat First Securities
Senior Vice President & Raleigh Office Manager, Carolina Securities Corporation
Financial Consultant, U.S. Senator John East
Financial Director, U.S. Senator Jesse Helms
Eastern NC Coordinator, Citizens for Reagan

Averett College, B.S., Business Administration


Cathy L. Thomas


Managing Director, Chief Operating & Compliance Officer, Senior Relationship Manager

“From what we get, we can make a living.  What we give, however, makes a life” – Arthur Ashe

Cathy is a 40 year veteran of the financial services industry. She joined Paul Reynolds at Wheat First Securities in 1991 and is one of the founding members of Triangle Wealth Management. Cathy has three roles; COO, CCO, and Senior Relationship Manager. She embraces each of these roles as integral to providing the highest level of ethical standards, trust, and care to Triangle’s clients and associates alike.

In her own words:
“I am both motivated and humbled every day by the trust our clients place in us. It is deeply and personally rewarding to help families plan for and enjoy life. The relationships I have with our clients and our wonderful team accord me the rare gift of truly loving my work.”

Past Experience:
Client Relationship Associate, Wachovia Securities and predecessor firms
Associate Vice-President, Retirement and Special Account Services, Davenport & Co.

Chartered Retirement Plan Specialist
Old Dominion University


“As veterans in the financial services industry, our mission here at Triangle Wealth Management has always been to help our clients achieve the financial peace of mind that comes from placing their trust in caring, competent, and experienced people.  We’ve built a distinguished team that believes and measures themselves by the shared core values of independence; genuine care and concern; trust and integrity; objectivity; and passion -- the same values we champion in both our professional and personal lives.
Gratefully, we’ve found these simple touchstones have continued to serve us and our generations of clients well.”
– Paul D. Reynolds III, President and Founder