Reid Brannock, CFP®, CEPA®

Senior Associate Relationship Manager Raleigh Wealth



Reid Brannock, CFP®, CEPA® is a Senior Associate Relationship Manager at Balentine. In this role, he supports the Raleigh Wealth Team in portfolio construction, maintenance, and management. Prior to joining Balentine in 2021, Reid worked at Vanguard for six years, most recently as an Ultra High Net Worth Advisor Associate. Reid is a graduate of the University of South Carolina, where he earned a Bachelor of Arts in Public Relations, Advertising, and Applied Communication.

No items found.
Reid Brannock, CFP®, CEPA®
No items found.
more info

BA, University of South Carolina (Journalism and Mass Communications)


Vanguard, Ultra High Net Worth Client Service, Advisor Associate

Professional affiliations & awards



Community involvement

Walk to End Alzheimers

Bike Cary

Advisory Board, YMCA


How and why did you get into this business?

A personal interest in finance and investing, plus the satisfaction of helping people and feeling good about what I do.

What inspires you to come to work each day?

Being part of a tightly knit team that works towards mutual and shared goals.

Why did you choose to come work at Balentine?

A great connection with the people, the culture, the investment methodology, and the client-driven focus.

How does the work you do make a difference?

Understanding the major life events that can impact people financially while guiding them through every step.

What do you do in your down time away from work?

Golf, snowboarding, live music, being outside, and watching sports.

"Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat."

Read recent posts from 

Reid Brannock, CFP®, CEPA®

Learn more about 

Reid Brannock, CFP®, CEPA®

 perspective on the market, Balentine, and more.

Browse our collection of resources from trusted thought leaders.

Balentine experts offer their authentic take on the latest financial topics, including more information about protecting your family’s future.

Private capital
Global economy and markets
Business advisory