EverSource Adds Florida Team, Now Serves Advisors in10 States
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
EverSource Wealth Advisors® welcomes the Reinhold Financial team, based in Orlando, Florida. Eric Reinhold, CFP®, MBA, APMA®, leads the team as a senior wealth advisor with EverSource, transitioning his current practice and doing business as Reinhold Financial.
A Birmingham-based RIA, EverSource manages $2B+ in total assets. The addition of the Reinhold team further extends EverSource’s geographic presence, which also includes advisors in Alabama, Virginia, Tennessee, Georgia, Wisconsin, Texas, Nevada, Colorado, and Arizona. Last year, EverSource was named by RIA Channel as number two in its annual list of “Top 50 Wealth Managers by Growth.” The firm currently provides regulatory compliance, proprietary technology, and investment oversight for 26 advisors.
Reinhold’s approach to financial advisory is highly customized and purposeful. “We all leave some kind of influence and mark on the next generation,” Reinhold explains. “From this vantage point, wealth, prosperity, and success take on a much fuller meaning.”
About the move to EverSource, Reinhold says: “My goal in making this move was to utilize my 30 years of experience to create the best boutique financial firm and client experience for the clients I serve.”
Reinhold graduated with a degree in Economics from the U.S. Naval Academy, where he also played college football. He later earned his MBA from the University of Baltimore, while on shore duty, serving as the Midshipmen Financial Advisor at Annapolis. His career over the last three decades included his start as a financial planner with Ronald Blue Trust and serving as president of Academy Wealth Management. Reinhold is author of The One Thing: To Achieve Life-Long Financial Success.
Ed Hart, EverSource director of marketing and business development, says: “We’re excited to expand the EverSource footprint into the Orlando area with the addition of the Reinhold Financial team. Eric brings decades of experience working with high-net-worth clients to the EverSource ecosystem, along with a unique marketing skillset as a published author.”
About EverSource Wealth Advisors
Launched in 2017, EverSource was created to offer a distinctive culture and business model that moves advisors and their clients to planning and investing with values-based impact. Advisors affiliated with EverSource have access to a broad range of institutional-quality public and private funds for serving high-net-worth and institutional clients. EverSource works with Charles Schwab and Fidelity as custodians for client assets.