David C. Reynolds, CFP®
David Reynolds is Director, Business Development for Spearhead, a financial services firm based out of Wellington, FL.
In addition to supporting the firm’s more broad business development initiatives, he focuses on working with private clients, as well as 3rd party wealth management firms, asset managers, insurance professionals, and other private client advisors regarding the structuring and implementation of PPLI and PPVA solutions, as well as the underlying investment chassis.
He holds Series 3, 7, 34, and 63 licenses. David earned his CERTIFIED FINANCIAL PLANNER™ designation in 2016.
Spearhead is a privately held financial services firm exclusively focused on providing premier wealth management and administration solutions to ultra-high net worth investors, family offices, and private placement markets. The firm strives to provide long-term value to clients on an after income and estate tax basis by combining balance sheet risk management techniques with investment strategies.