RELATIONSHIP MANAGEMENT TEAM
Paul D. Reynolds IV, AWMA®
Senior Relationship Manager
Paul IV joined Triangle in 2012 and works with clients on various service needs while helping ensure their financial plans reflect both their long-term goals and short-term needs. Prior to joining Triangle, Paul served as a portfolio administrator with PDR Advisors in Charlotte, NC. In this role he was responsible for monitoring interest rates and credit ratings, tracking performance data, and evaluating the inventory of individual bonds.
In His Own Words:
“The role Triangle plays in our clients’ lives is a major responsibility. Helping families ensure that they can accomplish their goals is both gratifying and humbling.”
Past Experience:
Portfolio Administrator, PDR Advisors
Intern, Triangle Securities
Credentials/Certifications:
Accredited Wealth Management Advisor, College of Financial Planning
Campbell University, B.A., Management