Steve Reynolds is a Financial Advisor who brings decades of experience in coaching and teaching to financial planning. For Steve, a good Financial Gameplan starts the same way it did on the field: understand the situation before calling the play. He helps individuals, families, and small business owners understand where they are, where they want to go, and what could get in the way - then coordinates the financial pieces around that destination.
Steve believes financial planning should not feel complicated or overwhelming. He listens first, learns what matters most, and helps clients organize their financial picture and make informed decisions through life's transitions - from building and protecting wealth to retirement and beyond.
Before entering financial services, Steve spent his career coaching and teaching. That background continues to shape his approach today: read the situation, explain complex financial concepts in plain English, and help people make confident decisions without losing sight of the bigger picture.
Steve brings a coach's mindset to financial planning - simplifying the playing field, helping clients focus on what matter most, and keeping the financial pieces working together. He provides clear direction, makes adjustments as life changes, and stays involved to help clients keep moving toward their goals.
Steve holds Series 7 and Series 65 registrations and is 2-15 insurance licensed. He is a graduate of Jacksonville University, where he was a four-year letterman for the Dolphins. He lives in the Jacksonville area with his wife, Lauren, and their three sons. Outside of work, family and sports remain a big part of his life.