Reed Willett
Vice President – Planning Solutions Group, a Division of Coastal Wealth
Planning Solutions Group
Supporting high-net-worth clients with advanced planning and a legacy-focused approach.
Reed began his career in the financial services industry as an institutional fixed income broker with Crews & Associates in the immediate aftermath of the 2008 financial crisis. After just over a year as a broker, he accepted a position on the trading desk at Simmons First National Bank, where he eventually became the Head Trader overseeing municipal, corporate and mortgage trading operations. He also revived the Bank’s Municipal Underwriting Desk and began bringing issues that raised money for rural school districts.
Since 2016, Reed has held various key positions with Coastal Wealth, a MassMutual firm, one of the fastest-growing MassMutual firms in the Southeast United States. Reed serves as Vice President of the firm’s Planning Solutions Group as an Investment Specialist. With his robust experience on a fixed income trading desk, compliance and operations, extensive knowledge of annuities, and financial planning, he has become a key valued member of Coastal Wealth’s Private Client Group, a division of Coastal Wealth. He is a frequent lecturer and speaker to our team of financial professionals conducting numerous education series and advanced concepts.
Reed takes pride in being able to isolate unique opportunities for our high-net-worth clientele. He specializes in reviewing existing financial plans, developing comprehensive financial and situational plans designed to help optimize the client’s overall financial position and legacy.
His passion for serving others and experience in various areas of the financial services industry has led Reed to be an integral team player of Coastal Wealth’s Private Client Group by supporting our high-net-worth clients and business owners with comprehensive legacy planning, charitable giving, advanced estate planning, comprehensive annuity analysis with multiple insurance carriers and different tax-efficient strategies.
Reed takes great pride in our commitment to our clients by providing unparalleled client service through our guiding principle of securing our client’s legacy and protecting the ones they love most – family and community. He is active in his local community, and participates in various philanthropic causes – including, but not limited to Fruitful Field, Loaves & Fishes and Habitat for Humanity. He is an avid golfer, food enthusiast and loves to travel.
Career Snapshot
Vice President
– Planning Solutions Group, Coastal Wealth
Investment Specialist
– Private Client Group
Institutional Fixed Income Broker
– Crews & Associates
Joined Coastal Wealth
– 2016
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My Approach
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our Six
Step Process
Six clear steps. One powerful strategy for your financial future.
Identify
your unique situation
and goal.
Gather Information
to prepare your strategy.
Managed
Analyze
your current portfolio to identify any gaps that may exist.
Present Strategy
review your goals and discuss recommended strateties
Review
strategies in place so you can make informed decisions & meet goals
Impliment
strategies to help you achieve financial freedom.
Solutions That Have Impact
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Personal Solution
Protection
- Life Insurance
- Disability
- Income Insurance
- Long Term Care
- Medical | Health | Dental
Retirement
Services
- 401(k)
- 403(b)
- 457(b)
- IRAs
- Roth IRA
- Defined Benefit Plans
Investment Products Services
- Annuities (Fixed & Variable)
- Brokerage
Investments
Estate Planning
- Tax Efficiency Strategies
- Charitable Giving
Business Solutions
Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.
Succession
- Buy-sell protection
- Key person coverage
- Buy-out funding
Qualified Plans
- 401(k)
- Simple/SEP IRAs
- Defined Benefit Plans
Non-Qualified
Plans
- Executive Bonus
- Deferred Compensation
- Split Dollar
Group Benefits
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long Term Care
- Disability Insurance
Disclosure:
Ca insurance license #xxxxx | state of domicile: xx
Ar insurance license #xxxxx | state of domicile: xx
I am licensed to sell insurance in: list states
*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers.local firms are sales offices of massachusetts mutual life insurance company (massmutual), springfield, ma 01111-0001, and are not subsidiaries of massmutual or its affiliated companies.crn202408-949479
