WBR Investment Services

At WBR Investment Services, we understand the importance of financial security and the peace of mind that comes with it. We believe that making informed financial decisions should be easy and enjoyable, not overwhelming or intimidating. That's why we've created a relaxed, pressure-free environment where our clients can feel confident and supported in their financial journey.

Our story began in February 2006 when Brad Reynolds, our founder, decided to start an independent advisory firm with a unique approach. He wanted to create a space where clients could receive personalized wealth management plans tailored to their specific goals and needs. This mission remains unchanged today: to improve the quality of life for our clients and their families, as well as the communities we serve.

Unlike many large brokerage firms, we don't push products or plans onto our clients. Instead, we listen to their dreams, goals, and concerns, and work closely with them to develop a financial strategy that aligns with their vision for the future. We believe in building lasting relationships with our clients, and we measure our success by the success of their investments.

Our team is committed to providing exceptional service and expert advice, always keeping our clients' best interests at heart. We understand that financial decisions can be complex and often emotional, and we're here to guide you through the process with patience, understanding, and a deep sense of responsibility.

Our Team

Brad Reynolds, Owner / Financial Advisor

Brad is the driving force behind WBR Investment Services, responsible for running the business and ensuring the overall customer experience. His grandfather's influence has greatly shaped his approach to customer service, as he learned the importance of treating clients with respect, fairness, and a commitment to their well-being.

Brad was born in Houston, Texas, but raised in Meridian, Mississippi. After completing his bachelor's degree at the University of Southern Mississippi, he decided to pursue a career in the financial industry, driven by a desire to help others achieve their financial goals.

Our Broker/Dealer Services

At WBR Investment Services, we offer a wide range of financial services designed to help our clients achieve their unique financial objectives. From retirement planning to education savings, we're dedicated to providing personalized advice and guidance to ensure our clients' financial success.

Our services include:

• Retirement Planning: We help our clients plan for their golden years, ensuring they have the financial security they need to enjoy their retirement.

• Education Savings: We assist our clients in saving for their children's education, providing them with the tools and strategies necessary to fund their educational goals.

• Investment Management: We offer expert advice on investment strategies, helping our clients make informed decisions about their financial portfolios.

• Estate Planning: We help our clients prepare for the future by creating comprehensive estate plans that protect their assets and ensure their wishes are carried out.

Market Info & More

In addition to our financial services, we also provide our clients with valuable market information and insights to help them stay informed and make educated financial decisions. Our monthly market updates and video insights offer a deeper understanding of current market trends and how they may impact our clients' investments.

At WBR Investment Services, we believe in empowering our clients with knowledge and confidence, allowing them to take control of their financial futures. Whether you're just starting out or nearing retirement, we're here to support you every step of the way.