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F3 Podcast - Faith, Family, and Finance - Episode 3 | Dave Reed

Episode 3 | Dave Reed

01/09/24 • 36 min

F3 Podcast - Faith, Family, and Finance

Derek sits down to talk with Dave Reed, in this episode we hear Dave's story, about his family and some funny stories from back when he worked at a pawn shop! You won't want to miss this one.
Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously. This commentary reflects the personal opinions, viewpoints, and analyses of the speakers. It does not necessarily represent those of Gaddis Premier Wealth Advisors, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by or Gaddis Premier Wealth Advisors, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of Gaddis Premier Wealth Advisors, a registered investment advisor. Private Client Services and Gaddis Premier Wealth Advisors are unaffiliated entities. Advisory services are only offered to clients or prospective clients where Gaddis Premier Wealth Advisors and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by Gaddis Premier Wealth Advisors unless a client agreement is in place.

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Derek sits down to talk with Dave Reed, in this episode we hear Dave's story, about his family and some funny stories from back when he worked at a pawn shop! You won't want to miss this one.
Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously. This commentary reflects the personal opinions, viewpoints, and analyses of the speakers. It does not necessarily represent those of Gaddis Premier Wealth Advisors, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by or Gaddis Premier Wealth Advisors, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of Gaddis Premier Wealth Advisors, a registered investment advisor. Private Client Services and Gaddis Premier Wealth Advisors are unaffiliated entities. Advisory services are only offered to clients or prospective clients where Gaddis Premier Wealth Advisors and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by Gaddis Premier Wealth Advisors unless a client agreement is in place.

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undefined - Episode 1 | Derek's Story

Episode 1 | Derek's Story

In this episode, our guest host Joshua Weir sits down to talk to Derek about his story. We get to hear what led up to his partnership in Gaddis Premier, a bit about his family, and a cool story from his recent backpacking trip in Colorado!

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undefined - Leah Anne Brooks |  Episode 4 | The Weave of Wealth, Wisdom, and the Wonders of Life

Leah Anne Brooks | Episode 4 | The Weave of Wealth, Wisdom, and the Wonders of Life

As I sat across from Leah Anne Brooks, a sensation of awe struck me—not just because of her status as a senior partner at Gaddis Premier Wealth Advisors, but because of the intricate tapestry of her journey that she was about to unfold. Prepare to be captivated by Leah Anne's candid stories of navigating the complexities of a firm merger, her disciplined tennis background shaping her business mindset, and the peculiar yet intriguing intersection of wealth management with the world of pickleball.
This conversation isn't just about balance sheets and asset management; it's a heartfelt narrative where we explore the essence of personal evolution, discussing the profound impact of family dynamics, career pivots, and the relentless current of technological innovation that keeps us on our toes in the financial realm. It's the story of two professionals who found harmony in the confluence of personal passions and professional pursuits.
But it's also a dialogue that transcends the cut-and-dry aspects of finance, delving into the soulful connection between faith, business ethics, and the redemptive power of philanthropy. Leah Anne and I illuminate how hobbies like quilting weave through the fabric of our lives, strengthening bonds with clients and colleagues alike. So, join us for this inspiring episode where business acumen meets personal growth, and where the boardroom and quilt room can surprisingly share common ground.
Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously. This commentary reflects the personal opinions, viewpoints, and analyses of the speakers. It does not necessarily represent those of Gaddis Premier Wealth Advisors, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by or Gaddis Premier Wealth Advisors, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of Gaddis Premier Wealth Advisors, a registered investment advisor. Private Client Services and Gaddis Premier Wealth Advisors are unaffiliated entities. Advisory services are only offered to clients or prospective clients where Gaddis Premier Wealth Advisors and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by Gaddis Premier Wealth Advisors unless a client agreement is in place.

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