Our Company

At Howard Bailey of NC, LLC, our sole focus is YOU.

We’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy, and offering a variety of insurance and investment products to help achieve the objectives of that strategy.

We have a strong team of professionals helping ensure you receive all the assistance you need not only in developing your retirement income strategy, but in maintaining it throughout your retirement.

Meet Ron G. Weade

As a financial advisor with more than four decades of experience, Ron brings his vast knowledge base as well as his unique and creative style to every client's individual situation.

Ron, a native of northern Indiana, was born in Wolf Lake and attended Ligonier High School. After graduating in 1968, Ron joined the Air Force, where he became a member of the highly distinguished S.E.R.E. Team. After four years in the military, he returned to Indiana and attended Indiana State University.

After college, Ron formed a financial services marketing firm, of which he was president and CEO. Ron's company worked with over 500 financial service representatives throughout the Midwest. Ron sold the company in 1999 and retired for a short time. However, Ron missed the friendships and closeness that he developed with his clients. He felt a void without the vital role that he played in helping them to secure their financial futures.

As a result, Ron couldn’t stay out of the business for long. Continuing his research into investments and financial planning, he refined his ability to formulate lower risk income strategies for long-term goals, including retirement. In 2000, Ron returned to his life's work of guiding people in the area of retirement income planning, founding Davenport Financial Services, Inc.  Ron changed the name of Davenport Financial Services, Inc. to Howard Bailey Financial™, Inc., where he retains his position as chairman of the board. Today, Ron manages the Carolina branch of Howard Bailey Financial™, Inc., residing in Asheville, North Carolina.

Ron is an Investment Advisor Representative of Global Financial Private Capital LLC. holding his Series 65 securities license, as well as his life, accident and health insurance licenses.

With more than four decades of experience, Ron brings his vast knowledge base as well as his unique and creative style to every client's individual situation. Furthermore, Ron advises his clients to follow the same strategies that he incorporates into his own personal finances.  Ron looks forward to the opportunity to introduce you to a family business with a long history of providing sound financial advice.

Meet M. Todd Reep

Todd Reep started working in the financial services industry when he joined the United States Marine Corps (USMC) in 1981, as a Personal Financial Records Administrator.

A native of North Carolina, Todd started working in the financial services industry when he joined the United States Marine Corps (USMC) in 1981, as a personal financial records administrator. While in the USMC, Todd was awarded a Meritorious Mast for his responsibilities while serving at the Marine Corps Air Station (MCAS) in Iwakuni, Japan.

“Helping Marines stick to a budget was a bit of a challenge. USMC had a great college savings program that military matched two for one and I really encouraged my Marines to take full advantage of it.”

Todd continued his financial advisory career in 1987 as a licensed stockbroker, after studying business at UNC-Charlotte. His experiences have included investment advisory positions with Edward Jones and Bank of America Investments where, as senior vice president of the firm, he managed $130 million in individual client accounts. As a result of having experienced firsthand the negative effects of market volatility, Todd now specializes in sound and innovative strategies that guarantee the appropriate amount of income for his client’s lifestyle - retirement income planning.

Working with his fellow senior associate advisor, Ron Weade, Todd enjoys the Howard Bailey Financial™ team approach to developing financial plans for clients.“Together Ron and I have over 65 years of experience. We work together to create solid plans, that in return adds so much value for our clients,” states Todd.

Outside of the office, Todd enjoys spending time with his wife and eight children, going to sporting events and art exhibits. You may also find him and his family adventuring through the woods, streams and rivers of Western North Carolina, as well as staying active with their church.

Ashlee Reep

Bio coming soon!

Lisa Congdon

Bio coming soon!

 

Request a Copy of Our Retirement Kit

This helpful retirement kit includes three guides that address topics you should consider when planning your retirement.

Enter your name and email address to receive your kit!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services may be offered through Global Financial Private Capital LLC, an SEC Registered Investment Adviser, or Howard Bailey Securities LLC, a Registered Investment Adviser.