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Redefine

advice.

STEVE, KELLY, JEAN, & MATT—YOUR TEAM AT REDE

“We chose the name Rede® because it perfectly describes our mission of providing helpful advice, continuous consult and ready access to a wealth of knowledge that will aid in the financial journey of our clients. That’s what we do. Advice is our business, and we’re REDEFINING the way our clients think about advice."

Stephen J. McNaughton

CEO & Co-Founder

As a producing Branch Manager, he worked for one of the world’s largest global wealth management f​irms and then a smaller, more nationally focused firm before founding Rede ®. Steve is originally from New York and has a B.A. from the University of Virginia. He has also served on the boards of the Boys & Girls Club of Central Virginia, Computers 4 Kids and the Charlottesville Area Community Foundation.

Matthew H. Dawson

COO & Co-Founder

Matt began his career in the financial services industry in 2007. In 2010, he attained the Certified Financial Planner™ professional certification, just one example of his ongoing commitment to professionalism and providing his clients with knowledgeable, ethical advice. Matt brings broad business and personal experience to his work as a Wealth Advisor, having founded an Internet technology firm and growing it into a successful and meaningful enterprise. Subsequently, he sold the profitable business to a publicly traded Internet company. Matt holds a B.S. in Business from Liberty University.

Kelly Bauman

Sr. Relationship Manager

Jean E. Carlin

CCO & Business Manager

Please Note:Limitations: The above Client Situations are hypothetical-not involvingactual Rede clients. None of the Client Situations should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if Rede is engaged, or continues to be engaged, to provide investment advisory services.

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