Castlepoint Employee Spotlight – Reagan Ellis

Castlepoint Blog: The Castlepoint Team
March 10, 2023

From client communication to handling operations with a financial institution, Reagan Ellis is a key player at Castlepoint Wealth Advisors. Check out this employee spotlight video to learn more about Reagan and her responsibilities as a Client Services Administrator!

The content of this video is developed from sources believed to provide accurate information. The information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All expressions of opinion are subject to change. This content is distributed for informational purposes only, and is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products or services. Past performance is not a guarantee of future results. Index performance does not reflect the expenses associated with the management of an actual portfolio.

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Castlepoint Wealth Advisors is an Independent Wealth Management firm in Oklahoma City. We help enterprising people build an abundant life by simplifying investment complexities with tailored financial strategies that protect and grow wealth.

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