SENIOR LEADERSHIP & RELATIONSHIP MANAGEMENT TEAM
Paul D. Reynolds, III
President and Founder
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 First Union National Bank and later merged with Wachovia Bank. Paul made the decision to leave the continuously consolidating national banks and founded Triangle Securities. Today, Triangle Wealth Management provides families with unbiased, customized wealth management solutions built on relationships developed through trust, respect, and genuine care and concern.
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
Credentials/Certifications:
Averett College, B.S., Business Administration