Manuel Rezendes brings years of experience in wealth management and retirement income, as well as a vibrant passion for helping others, to the Euclid family as the managing partner of the firm’s wealth management division.
Manny entered the financial services industry in 2003 at a Fortune 500 company studying Estate Planning and Asset Preservation. From there, he worked as an investment principal for one of the largest regional banks in the area, supervising the work of 65 other financial advisors and $1 billion in assets.
The knowledge Manny gained from years of training and previous work experience allows him to view clients’ current financial plans and identify areas of improvement. A registered member of the Financial Industry Regulatory Authority (FINRA), he holds his life, health, accidental and long-term care insurance licenses in Massachusetts and Rhode Island, plus his Series 65 securities licenses. He is also a recognized retirement income specialist, chief compliance officer and Investment Advisor Representative.
Away from the office, his greatest pride is being able to raise donations and awareness for the Wounded Warrior Project by participating in an annual Tough Mudder Race.
Manny enjoys spending time with his wife and two children, going on day trips or staying home and playing board games. Residing in Fall River, Massachusetts, he is an avid reader and is dedicated to staying physically active. One of his most favorite memories and accomplishments to date was being named first chair clarinet for the Rhode Island State Band.
Investment advisory services are provided by Euclid Wealth Management LLC