Greg Reynolds founded Reynolds Wealth Management in 2012 and serves as its president. He is also a senior financial advisor with Raymond James Financial Services. After graduating from Purdue University, Greg spent 10 years as a financial advisor at a national financial services firm. He holds Series 7, 24, 63 and 66 licenses, as well as life and health insurance licenses.
Greg oversees all trading activities and provides capital management oversight. Additionally, he reviews individual client portfolios while providing guided advice and custom strategies. You can turn to Greg at the front end of any investment decisions. He considers advising and advocating for you to be the most satisfying part of his job.
Greg provides a weekly stock market overview on WANE-TV’s “Two-Minute Money Plan.” He has been featured in Forbes magazine’s Indiana Financial Leaders section and has attended the Barron’s Financial Advisor Summit each year since 2014. Raymond James serves as custodian and clearing partner for Reynolds Wealth Management, an independent nationwide wealth management practice.
A former Purdue University free safety, Greg is an avid Boilermaker who attends all home football games. He also coaches in a local elementary school football league. During the summer, Greg spends his free time in Clear Lake, Indiana, with his wife and two children.
The Forbes Top Wealth Advisors Best-in-State 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.