Reid Brannock, CFP®, CEPA®
Senior Associate Relationship Manager Raleigh Wealth
Partner
Principal
Reid Brannock, CFP®, CEPA® is a Senior Associate Relationship Manager at Balentine. In this role, he supports the Raleigh Wealth Team in portfolio construction, maintenance, and management. Prior to joining Balentine in 2021, Reid worked at Vanguard for six years, most recently as an Ultra High Net Worth Advisor Associate. Reid is a graduate of the University of South Carolina, where he earned a Bachelor of Arts in Public Relations, Advertising, and Applied Communication.
BA, University of South Carolina (Journalism and Mass Communications)
Vanguard, Ultra High Net Worth Client Service, Advisor Associate
CERTIFIED FINANCIAL PLANNER™
CEPA®
Walk to End Alzheimers
Bike Cary
Advisory Board, YMCA
How and why did you get into this business?
A personal interest in finance and investing, plus the satisfaction of helping people and feeling good about what I do.
What inspires you to come to work each day?
Being part of a tightly knit team that works towards mutual and shared goals.
Why did you choose to come work at Balentine?
A great connection with the people, the culture, the investment methodology, and the client-driven focus.
How does the work you do make a difference?
Understanding the major life events that can impact people financially while guiding them through every step.
What do you do in your down time away from work?
Golf, snowboarding, live music, being outside, and watching sports.
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Reid Brannock, CFP®, CEPA®
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