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Edwin R

ChFC®, Series 63

Savannah, GA

Cambridge Investment Research Advisors

Edwin Reynolds is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license. He has 46 years of industry experience and has been with Cambridge since 2016. In addition to his advisory role, he works as an independent insurance agent specializing in life, accident, health, group health, dental, and long-term disability insurance. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Richard W

Series 63, Series 65

Savannah, GA

Cambridge Investment Research Advisors

Richard Williams is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Cambridge since 2016. Williams is also a board member of the Society of Colonial Wars in the State of Georgia and serves on the boards of local business and social organizations in Savannah, GA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management solutions across multiple platforms with both discretionary and non-discretionary options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Dora Mae C

Series 66

Savannah, GA

Cambridge Investment Research Advisors

Dora Mae Clark is a Series 66 credentialed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2016. She has 10 years of industry experience and is based in Savannah, GA. Outside of her advisory role, she is a board member and event manager for SMACKO Inc. and holds various ownership and board positions in family-owned and non-public entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a nationwide network of independent financial professionals using a range of portfolio management approaches and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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