Financial secuirty
Jeffrey M Reynolds
Wealth Management Advisor|CLU®, ChFC®, REBC®, RICP®
Personal
Jeff was born and raised in Glendive, Montana. His family has a small chain of grocery stores started by his great grandfather. Jeff always thought he would move back to Glendive after college and join the family business. However after a college internship in Bozeman, MT he began his career with Northwestern Mutual.
Jeff worked as a financial advisor in Bozeman from 2005 to 2015 where he met his wife Adrienne at the local gym. The two of them were married in 2011 and had their first child, Graycie Lou, in 2012. In 2015 their second child, Jack Reynolds, was born that fall.
In 2016 they moved to Billings, MT. His wife Adrienne has ended her career as a grade school music teacher and works part time in Jeff's practice after a few years staying home as kids grew up. Since moving to Billings, Adrienne has been elected to the school board of the Billings Catholic School system where Graycie and Jack are enrolled. Meanwhile they are enjoying Billings and getting acclimated to their new surroundings. They enjoy staying close to home and spending time together, going hunting, fishing, taking the kids out on adventures, cooking and entertaining in their new home and with new friends! Jeff also enjoying coaching his children's various athletic endeavors and is often at the football or soccer field with one of his kids.
Professional
Jeff began his career in 2005 as a college intern with Northwestern Mutual where he was recognized as a top producer nationwide for our company (in 2006 and 2007). He continued on after college with Northwestern Mutual in Bozeman, MT for 10 years and in January of 2016 he moved to Billings, MT to continue his career. He enjoys working with his financial services team in Billings and will continue to grow and serve our clients for many years to come.
Jeff is a graduate of Montana State University Bozeman and has a degree in Finance, Management and Entrepreneurship. He is a Registered Employee Benefits Consultant (REBC®), Chartered Financial Consultant (CHFC®), Chartered Life Underwriter (CLU®), and a Retirement Income Certified Professional (RICP®).
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Investment Planning & Strategies
Retirement Planning & Income Strategies
Insurance Protection Strategies
Business Employee & Executive Benefits Planning
Wealth Management
Education Planning & Funding
Advisory Services
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
