Reginald Tolbert is Founder and CEO of Tolbert Wealth Management and Tolbert Financial Group. With over 19 years of industry experience including Financial Advisor with Morgan Stanley, Edward Jones, and MetLife Securities. His firm provides Advisory Financial service platforms to his clients with customized actively managed portfolios that are designed based on key factors such as risk tolerance, time horizon, market conditions, personal preferences, and overall financial goals. Platforms are geared toward customized management of client’s assets aiming to protect your wealth, provide income, grow your assets, reduce taxes, and provide long term growth potential.

As an agent Advisor the skills are transferrable from Wealth Management, which allows Reginald to provide athletes with the best possible representation, while keeping the athletes basketball goals and financial goals at the highest priority. Reginald has formed several professional partnerships and affiliations with CPA's and Attorneys in order provide athletes with additional customized services.

Reginald is a graduate of University of Detroit Mercy, with Bachelor of Science Degree in Mechanical Engineering. He has also completed the Certificate of Financial Planning Program at University of North Florida. He holds his Series 7 securities registration license through LPL Financial and Series 63 & 65 securities registration through Independent Advisor Alliance and holds insurance licenses for Life, Health Variable Life, and Variable Annuities. Reginald is also in preparation to sit for the FIBA & NBAPA licensing exams.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance, a Registered Investment Advisor. Independent Advisor Alliance and Tolbert Wealth Management are separate entities from LPL Financial and not owned nor controlled by LPL Financial.