Irene Reynolds Butler

Current Employers

Employment History

• 10/2014 → 04/2018
  Franklin Templeton Distributors, Inc.
  St. Petersburg, FL
• 11/2014 → 06/2020
  Raymond James Financial Services,Inc
  Reston, VA
• 06/2020 → Present
  Osaic Wealth, Inc.
  Mclean, VA
• 01/2022 → Present
  Cassaday & Co Wealth Management, Llc
  Mclean, VA

Previous Registrations

• 2021-03-25 → 2022-01-04
  Cassaday & Co Inc
  Mclean, VA

Other Businesses

1. COMMUNITY FOUNDATION FOR LOUDOUN AND NORTHERN FAUQUIER COUNTIES POSITION: investment committee member NATURE: The Community Foundation for Loudoun and Northern Fauquier is a non profit, public supported philanthropic organization. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 714 E Market Streetl, Leesburg VA 20176, United States DESCRIPTION: I attend meetings once a quarter that typically last ~30 to 45 minutes.The investment committee members meet to review and discuss the performance of the foundation's donor advised funds. There are outside financial advisors, of whom i have no relationship with, who manage these investments and will come to these meetings to discuss how the account is invested and performance. Ireceiveno compensation for this activity. 2. CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Senior Vice President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2022 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: Irene works directly with Founder, Chairman & CEO Stephan Cassaday, assisting with client meetings, onboarding new clients, and tracking and predicting clients' evolving needs and circumstances. Irene also provides analyses on a wide range of financial planning activities, including personal and business cash flow, employee benefits, tax planning, and estate planning.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-05-14

Designations