Meet Bill

How I Work

Our reasons for becoming financial professionals are deeply personal. I repeatedly saw many friends and family struggle to find the help they needed to map out their financial future; witnessed the challenges they faced searching for a financial partner that would build a relationship based on their unique circumstances and desires. I am confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to our clients, their families, and our community.

Meet Bill

Bill Reider

Personal Wealth Manager

281-704-4597

bill@reidercm.com

Upon earning a Bachelor's degree in Psychology from Lamar University in Beaumont, Texas, Bill embarked on his journey in the financial services sector, commencing with Olde Private Brokerage in Houston in 1997. During his tenure at Olde, Bill secured multiple securities licenses and gained valuable experience in working with individual investors, cultivating a thriving practice. In his role, he offered guidance, managed portfolios, and fostered strong client relationships.

Advancing in his career, Bill transitioned to Charles Schwab as a Financial Consultant, serving clients in Kingwood and Sugar Land, TX. At Schwab, he managed an extensive practice catering to high-net-worth clients, delivering strategic asset allocation, portfolio construction, comprehensive portfolio management, investment advice, and Retirement and Education planning. After over a decade with Schwab, Bill took the pivotal step in his professional journey by becoming an Independent Financial Advisor. This move allowed him to seamlessly blend his passion for client assistance with his extensive investment knowledge and experience.
In his capacity as your Personal Wealth Manager, Bill collaborates with you and your family to craft an investment portfolio tailored to your unique needs, strategically aligned with your specific goals. His dedication lies in providing personalized advice within the framework of a personal relationship and exceptional service. Boasting over 25 years of hands-on industry experience, Bill holds the AAMS® – Accredited Asset Management Specialist and CMFC® - Chartered Mutual Fund Counselor designation from the College for Financial Planning. Additionally, he possesses a Certificate of Completion for Personal Financial Planning from the University of Houston.