Jim is the lead sales strategist with Excel Wealth Management, responsible for engaging with new and potential clients as well as providing service and support to current and past clients. He has spent many years specializing in the retirement plan sector of investment management and brings a wealth of knowledge to his position.
Most recently Jim worked at Paychex Retirement Services, in the retirement sales and planning division. Paychex, the largest 401k record keeper in the country according to PlanSponsor magazine, provided him the opportunity to establish and consult on thousands of companies plans over his 20 years of employment. Here he held many job titles from regional sales manager to internal wholesale advisor. Jim works closely with clients to craft their perfect retirement plan and he is well versed in the details that surround plan design. Jim has a knack for solving employer and employee retirement planning needs, by always putting his clients first.
Integration of sales and service has always been a cornerstone to Jim’s guiding principals at work. Previously, he was employed with the first online university; where he guided educational institutions thru the set up and usage of software technology which facilitated an online learning platform for students. His interests in the educational sector also lead him into the field of finance; here, Jim spent time working with various colleges and universities in the United States to establish interest free payment plans for students.
Jim Reynolds was born and raised in Rhode Island; for the past 15 years he has been a resident of Woodstock, Connecticut with his family and pets.
He is actively involved with the Woodstock community, where he has coached youth basketball and softball for over 15 years. He currently sits as the director of a local nonprofit, whose goal is to help defray, reduce and eliminate the cost of educational programs at schools.