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Why I Became A Financial Advisor

Why I Became A Financial Advisor

| July 17, 2018
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I have always loved the game of tennis, but even at a young age, I knew that wasn’t my intended career path. I knew I wanted a job that allowed me to help people. After graduating from the University of Central Florida, I made the first step in this direction.

Starting My Career
After graduating college, I started my career in law enforcement as a felony probation officer. I knew then that I wanted to help people, but after six years in this career, I realized it wasn’t the platform to do so. I went back to school to get my securities registrations and insurance licenses and, in 2002, entered the financial services industry.

I worked with MetLife as a Registered Representative for three years before moving over to AG Edwards and then UBS Wealth Management. Each of these firms offered me unique experiences, and I worked with many different clients, all with various needs and circumstances.

With eight years of experience under my belt, I was ready for a new and more significant step in my career. While I loved working with clients, I wanted to be able to provide them with more personalized services and focus on building long-lasting relationships. With this in mind, I made the transition to independence.

My Career Today
I founded my firm because I believe my clients have earned the right to work with an advisor who provides oversight and scrutiny of every aspect of their financial affairs. This is my primary objective for everyone with whom I work. I also believe an advisor should instill confidence in his clients, as a lack of confidence can lead to stress and worry, which can then impact their overall happiness, contentment, and health.

With everyone I serve, I aim to uphold this commitment. I strive to do this by maintaining a process-driven business model that helps provide clients consistency and congruence. I also believe it’s important to develop rapport and build long-term relationships based on trust, which is why I uphold myself to the highest fiduciary standards, so clients know I have their best interests in mind.

The Hurdles And Triumphs
It’s not always easy running a business and serving as an advisor. It can be difficult managing risk expectations, as many people don’t realize just how volatile and ever-changing the markets can be. It can also be hard for people to understand how much risk they’re actually willing to take versus how much they should. However, people will always worry about the ups and downs of the investment markets. My job is to help them navigate through it all and not let emotions play a role in their investment decisions.

Regardless of any challenges, I can’t imagine having any other career. I have always wanted to make a difference in people’s lives. I recognize the value in properly planning for retirement, and I want to educate others and help them along their path.

It’s fulfilling knowing that clients are comfortable working with me to pursue their individual goals. Knowing that so many people look to me for guidance and direction drives me in all that I do, and I work towards exceeding their expectations.

Take The Next Step
If you’re interested in learning more about why I chose this career or how I serve my clients, I encourage you to contact me today. I provide everyone a complimentary, no-strings-attached meeting where we discuss your questions, concerns, and goals, as well as my process in working with clients so we can see if we’d be a good match. To learn more, contact me by calling 352-207-8014 or sending a message here.

About Chris
Chris Reed is the founder of Match Point Financial. Since 2002, he has been helping people make informed choices with their money and pursue their financial goals and objectives. He started his career with MetLife and has continued seeking to provide his clients with the best possible service through A.G. Edwards, UBS, and finally forming his own independent firm in 2010. 

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