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The Monthly Bugle Newsletter - April 2026, Issue #17

  • 4 hours ago
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Reveille In Augusta

Reveille Wealth Management continues to grow! Earlier this year we welcomed partner Will Caywood and advisor Nick Smail to the team, both based in the Augusta area. Will has been working in the industry for over twenty years, and has been a member of the Raymond James Executive Council since 2020. Nick has worked both as a Registered Client Services Manager and a Financial Advisor at Raymond James and other firms.


With the new additions to our team, we're excited to announce that we will also be opening a brand-new office in Evans, Georgia. Our new office location will allow us to better serve the Augusta area, and we are excited to welcome you to our new space. As we are finishing up renovations, keen an eye on our social media for an official grand opening announcement. We can't wait to be up and running!


To learn more about our Augusta team, head to the Team page on our website and choose "Augusta, GA" from the drop-down menu.

In Case You Missed It

New Podcast Episode

A new episode of Bugle Notes is out now! In episode fourteen, Nick Westmoreland of ERISA Services joins Stephen and Chad to talk all things tax shelter. Tune in on our YouTube channel to learn how you could potentially save more money.


Joe Knows

In a recent video, Managing Partner Joe Perdue discusses Roth conversions and some things you may need to consider before converting. Watch now on our YouTube channel to learn if a Roth conversion could be the right move for you.

A Super Serious Video

We film a lot of content here at Reveille, which means we also have quite a bit of blooper footage! For April Fools’ this year, we compiled some of these deleted scenes for your enjoyment. Check out the full video on our Instagram.

From Our Social Media:

Follow us @reveillewealth to keep up to date on all things Reveille!



Around The Office

Bloom Ball 2026

Reveille Wealth Management was proud to return as a sponsor for the annual Bloom Ball. This year, the fundraising event was held at Zoo Atlanta, right next to the elephant enclosure! It was a night full of fun and fellowship in the name of a wonderful cause. All proceeds from this event benefit Bloom, which supports foster children and families around Georgia. By the end of the night, we had raised over $490,000! Thank you to Bloom and Zoo Atlanta for a great night - we’re glad to be able to support such incredible organizations in our community.

Ocala CEP Luncheon

In late February, the Reveille Ocala team had the wonderful opportunity to reconnect with familiar faces and meet new ones at the CEP Annual Luncheon! The value of being involved in conversations that shape the future of the Ocala community is beyond compare, and we are proud to stand alongside so many local organizations that are making an impact  in Ocala.

Children Read Atlanta Book Drive Results

In March, Reveille hosted a book drive for Children Read Atlanta at our Peachtree City office. By the end of the book drive, we were able to collect over three hundred books! The books we collected will be distributed to children around the Atlanta area to help promote reading in the home. Thank you to everyone who donated books to this amazing cause! To learn more about Children Read Atlanta, visit their website at childrenreadatlanta.org.

Any opinions are those of Reveille Wealth Management and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected.


The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. 


This is not a recommendation to purchase or sell the stocks of the companies mentioned.


The information contained within this commercial email has been obtained from sources considered reliable, but we do not guarantee the foregoing material is accurate or complete.


Investing in commodities is speculative due to high potential for loss. Markets are volatile, with sharp price fluctuations even during overall price increases.


Raymond James is not affiliated with any other organization mentioned.

 
 
 

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