I care deeply about the lives of my clients. Over time, I become involved in their lives as if they were my own family. My job offers me the opportunity to help those I care about in so many ways. I could not imagine doing anything else.
I started in this business as a financial advisor in 1996 and moved to Edward Jones in 2003 in Belle Chasse, LA. I earned my CFP® designation in 1999. I graduated from Louisiana State University (LSU) with a bachelor of science degree in 1993.
My vision statement is to run a professional, efficient practice dedicated to providing excellent service and advice to high net worth individuals. Our mission is to help each client achieve their financial goals. We will strive to exceed expectations by working to do all we can to earn their trust.
My community involvement includes membership in the Belle Chasse Lions Club since 2003 serving as president (twice), vice president, and secretary. I am a member of the Plaquemines Association of Business and Industry and served on the board, including as the chairman in 2012. I was honored to serve on the board of directors as president in the Boston Club West, Inc. (BCW) in 2009. I am still an active member in the BCW, which is a social club on the westbank of New Orleans. Also, I served as alumni association president for three years and for 10 years as the chairman of the educational foundation of the Alpha Epsilon Chapter of the Alpha Gamma Rho Fraternity at LSU.
I enlisted in the Louisiana Army National Guard in 1989 in the 769th Engineer Battalion. I attended OCS and received a commission as second lieutenant in 1993 and served until being honorably discharged in 1996 as a first lieutenant.
I have three children: a son, Carson, and two daughters, Audrey and Charlotte.
My interests outside of work include LSU sports, golf, hunting and fishing. I also enjoy a fine bourbon and cigar from time to time.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- College Savings
My Personal Interests
Phone NumberReid McLellan at (504) 392-9088
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