FAIRFIELD, IA – January 2, 2025 — Cambridge, a leading financial solutions firm serving more than 3,800 financial professionals nationwide, has announced the promotion of Brian Reid to First Vice President, Relationship Management. Reid is being elevated from his role as Vice President, Practice Management and will leverage his extensive experience working with Cambridge financial professionals to lead the firm’s relationship management initiatives. His efforts will center on enhancing advisor satisfaction, strengthening retention, and driving growth opportunities.

Reid, who joined Cambridge in 2009, brings more than 15 years of experience in financial services and leadership development. Much of his career at Cambridge has been spent in Practice Management, where he and his team introduced new solutions to support financial professional growth and efficiency, established the Synergy Exchange mentoring initiative, and led the expansion of the firm’s Real Practice Management (RPM) advisor coaching program. Outside of his daily responsibilities, Reid is a co-chair of Cambridge’s New Century Council (NCC), holds the Registered Corporate Coach™ (RCC) and certified Lean Six Sigma Yellow Belt designations, and completed Cambridge’s Continuous Improvement Embedded Leaders program. He earned a bachelor’s degree in business management from AIB College of Business and holds the FINRA Series 7 license.

About Cambridge

Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country. Learn more ate JoinCambridge.com.

Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080