REI WEALTH MANAGEMENT LLC
TAMPA, FLORIDA

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. Our Mission To deliver customized financial advice based on our client's goals and objectives to help them build and preserve their wealth on an after tax basis. Who we are REI Wealth Management opened in 2014 to provide customized financial advice to: Lorraine M. Faedo is a Vice President with REI Wealth Management, LLC. Lorraine has been in the client service business her entire career. She enjoys helping her clients and solving any questions or issues they may have. She enjoys contributing to a team effort in order to help her clients reach their goals. Her current responsibilities include: Recommends potential products or services to management by collecting client information and analyzing client needs. Prepares product or service reports by collecting and analyzing client information. Coordinate Private Banking product and solutions to clients At Bank of America, Lorraine was an Assistant Vice President in the Wealth Management group. From 1989 until December 2007, Lorraine worked and provided assistance to her team which included a Private Client Advisor and Private Client Manager. She specialized in Private lending, investment products and client service to high net worth clients and prospects. Lorraine also served as the primary point of contact having daily interaction with the firm's most valuable clients. Her responsibilities included: Support team and company goals. Lorraine's skills include Client Service, Product Knowledge, Quality Focus, Problem Solving, Market Knowledge, Documentation Skills, Listening, Phone Skills, Resolving Conflict, Analyzing Information and Multi-tasking. Raymond E. Ifert is the President and Founder of REI Wealth Management, LLC. Ray has been managing client relationships since 1986. For over 28 years of his 32 years in the financial services industry, Ray has learned from his clients over time what is important to them. Now with his own firm, he can remove the bureaucratic and corporate barriers which place priority on the company, their own proprietary products, and their profits over providing the highest level of client service. He successfully built a Corporate Trust business from 1986 from less than $100,000 in revenue to running three states and over $10 million in annual revenue in less than 10 years. REI primarily recommends managed investment products, such as mutual funds, exchange traded funds (ETFs), separate account managers, hedge funds, funds-of-funds, and private equity partnerships. Employing a truly "open architecture" approach, REI endeavors to select the investment strategies in each asset class to achieve the Client's strategic portfolio. It is important to note that REI not only seeks to identify best-of-breed managers, but to combine them in a thoughtful manner that creates an optimal portfolio. At the outset of a new advisory relationship, this step represents the transition from the Client's current holdings and managers toward the recommended portfolio. Rather than forcing a transition for the sake of expediency, REI takes a reasoned approach that considers taxes, trading costs, and market timing risks. REI monitors Client accounts on an ongoing basis and provides regular and comprehensive investment composition and performance reports. When appropriate, REI will recommend subsequent modifications to the portfolio (e.g., manager changes, tactical asset allocation tilts). REI Wealth Management LLC.: Through a single point of contact, REI Wealth Management will work with you to develop a Wealth Management Plan and a Service Level Agreement focused on you and your goals and objectives. Clients overwhelming prefer a single point of contact and not having to re-tell their story. They want someone that understands their financial service needs, can develop creative solutions and execute the plan. We’re grateful for the continual support of our clients and neighbors who have helped us achieve success. It’s our honor and privilege to return the favor as active members of our community. Here are some of the initiatives that are most important to us. Business Owners Unique solutions for business owners and entrepreneurs. Helping you manage your financial success. Trusted and comprehensive guidance to support your needs and corporate mission. Delivering strategic solutions to support and sustain the mission of your foundation. Helping physicians address their unique needs. Raymond James Investor Access is an online service that provides you with secure and convenient access to your accounts, statements, trade confirmations, and tax reporting documents. Clients with a Raymond James brokerage account are eligible for this service.