Five Star award winner Keith Reagan

PROFESSIONAL ACCOMPLISHMENTS

AWARDS

As seen in The Wall Street Journal: Five Star Wealth Manager award winner 2015-2024
Fiduciary Portfolio Manager, Fidelity platform
Portfolio Manager designation (PIA)
Boutique Money Manager, Sowell Management
President's Council and Director's Circle, Prospera
Circle of Excellence, Merrill Lynch
President's Council, Merrill Lynch
Chairman's Club, Merrill Lynch

Keith is a fiduciary portfolio manager supervising private accounts for individuals, families, non-profits and endowments on the Fidelity platform. He has been a registered financial advisor for over 30 years and was recently recognized as a Five Star Wealth Manager for a tenth year in a row as seen in The Wall Street Journal. Keith graduated from the College of William & Mary in 1988 and is currently an instructor at W&M with the Osher Institute. His post-graduate work includes executive education at The Wharton School of Business. Keith's professional experience includes a distinguished career at Merrill Lynch where he earned the title, "Portfolio Manager" and a place in the firm's esteemed Circle of Excellence. During his tenure, he was also inducted into the Chairman's Club, the President's Club and the Executive's Club. Keith has served as the President of the Williamsburg William & Mary alumni, Chair of the March of Dimes, President of the Williamsburg Land Conservancy, Cub Scout Master of Pack 135 and as a baseball coach for seven years with the Williamsburg Youth Baseball League. He is a member of the National Eagle Scout Association and currently volunteers his time with the United Way and the Potomac Appalachian Trail Club. Keith enjoys filming and editing for his son's company, Reagan Studios, which specializes in weddings, music videos, and commercial videography. Keith is a cancer survivor and lives on a small farm in Toano, Virginia, with his wife of over thirty years, Lisa, where they have chickens and grow award-winning organic vegetables.

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This award was issued on 11/1/24 by Five Star Professional (FSP) for the time period 2/13/24 through 8/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1223 Richmond-area wealth managers were considered for the award; 74 (6% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,095, 67, 6%, 11/1/23, 2/13/23 - 8/31/23; 2022: 1041, 69, 7%, 11/1/22, 2/28/22 - 8/26/22; 2021: 937, 67, 7%, 11/1/21, 2/8/21 ? 9/10/21. 2020: 873, 69, 8%, 11/1/20, 3/2/20 ? 9/25/20. 2019: 979, 77, 8%, 11/1/19, 2/25/19 ? 10/7/19. 2018: 939, 94, 10%,11/1/18, 3/16/18-10/4/18. 2017: 771, 93, 12%, 11/1/17, 3/15/17-10/6/17. 2016: 687, 144, 21%, 10/1/16, 5/6/16-10/4/16. 2015: 710, 190, 27%, 10/1/15, 5/6/15-9/30/15. 2014: 1242, 187, 15%, 10/1/14, 5/6/14-9/30/14. 2013: 802, 190, 24%, 10/1/13, 5/6/13-9/30/13. 2012: 663, 163, 25%, 10/1/12, 5/6/12-9/30/12.

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Advisory services offered through Sowell Management, an SEC-registered investment advisor.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.