Reginald Tolbert

Reginald Tolbert

Financial Representative

Florida Financial Group
4190 Belfort Rd. Suite 300
Jacksonville, FL 32216

Phone: (904)924-6329
Fax: (904)281-9022
Mobile Phone: (904) 349-2597
E-mail:

 

BUSINESS PHILOSOPHY
My primary focus is to provide families and business owners with assistance in reaching their goals, and building your financial freedom. I do this by focusing on the following objectives: Preservation of wealth, provide repeatable & predictable income, portfolio growth to offset inflation, and a reduction in income taxes.
 
PRODUCTS AND SERVICES
§         Investment Services
§         Retirement Planning
§         Stocks and Bonds
§         Mutual Funds & ETF’s
§         Variable & Fixed Annuities
§         Tax Sheltered Investment Strategies
§         Pension Transfer/Rollovers
§         IRA Consolidation/Rollovers
§         Education Funding Strategies
§         Estate & Wealth Preservation Strategies
§         Long-Term Care Insurance
§         Life Insurance
§         Disability Income Insurance
§         Medicare Supplement Coverage
§         Pension Payout Alternatives
§         Term Insurance
§         Universal Life Insurance
§         Variable Universal Life Insurance
§         Whole Life Insurance
§         401(k) & 403(b) Plans 

QUALIFICATIONS
§         Six (6) years of industry experience including:
Financial Advisor, Morgan Stanley Smith Barney, four (4) years. Financial Representative, Edward Jones for two (2) years.
§         Series 7, 63, 65 and Life, Health and Variable Annuity Licensed
§         Registered to offer securities products in FL, NC, CO, GA, AL, MI, IL, NJ, MD, & VA
§         B.S. – University of Detroit Mercy, Mechanical Engineering
§         Ten (10) Years experience as Project Engineer for Pfizer Inc.
 
PERSONAL
§         Born in Chicago, IL raised in Michigan. Relocated to Jacksonville, FL in 2004
§         Family: Wife and three children
§         Hobbies: Basketball, Golf, Reading, Spending time with Family 
ORGANIZATIONS
§         Member of Rotary International
§         Member of FirstBaptistChurch of Mandarin
§         University of Detroit Mercy Alumni Association

 

I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances. Securities are offered through New England Securities Corp. (member FINRA/SIPC), 501 Boylston Street, Boston, MA 02116. New England Financial is the service mark for New England Life Insurance Company, Boston, MA.  NEF and NES are affiliates.