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TODD REEP

MEET M. TODD REEP

President and Chief Financial Advisor

Todd Reep has over 37 years of experience in the financial services industry. He held several positions prior to founding Reep Wealth Planning Inc., but started his career in the United States Marine Corps (USMC) as a personal financial records administrator.

While in USMC, Todd was awarded a Meritorious Mast for his responsibilities while serving in the Marine Corps Air Station (MCAS) in Iwakuni, Japan. After his service concluded, Todd continued his financial services career as a licensed stockbroker after studying business at UNC-Charlotte. He also went on to earn his Professional Financial Planning Certificate from Tallahassee Community College. Todd has held investment advisory positions with several large firms including Edward Jones and Bank of American Investments, where he managed in excess of $150 million in individual client accounts as Senior Vice President of the firm. As of 2022, he achieved certification as a Federal Retirement Consultant (FRC). Todd continues to successfully manage investment funds through the challenging and often dynamic economic landscape for many retirees today.

Removed from his general preoccupation in retirement strategizing, tax planning, and living in his perpetual head for numbers, Todd also maintains an interest in local real estate and national economics. Some of his enjoyments include observing wildlife, riding his e-bike, and building fires from scratch. He can often be found on the phone with one of his sons or step kids. Todd is known to be ready to reach out a helping hand with genuine southern hospitality.

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ADDRESS | 138 Charlotte Street
Ste. 101 Asheville, NC 28801

PHONE | (828) 398-0977

EMAIL | info@reepwealthplanning.com

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