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 # 0I47636 | State of Domicile: FL
AZ Insurance License # 57336 | State of Domicile: FL
I am licensed to sell insurance in: AL, AZ, CA, FL, GA, ID, IL, IN, KY, ME, MD, MA, MI, NY, NC, OH, PA, SC, TN, TX, VA, WV, and WI.
*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
PLANNING SOLUTIONS GROUP
Anh Nguyen, CFA®, CFP®, MBA
Investment Director | Financial Planning | Investment Advisor Representative
A Complete Wealth Strategy, Built Layer by Layer
Your financial life is interconnected. Our approach stacks six essential planning areas, from day-to-day cash flow to long-term legacy, into one integrated strategy.
Your Financial Foundation
Understand where you are today so you can build with clarity tomorrow.
Budgeting & Cash Flow
- Cash flow review and budgeting strategies
- Emergency reserve planning vs. deductible needs
- Optimized savings vehicle selection
Debt & Credit Strategy
- Debt management recommendations
- Exploration of personal or business lines of credit
Net Worth & Asset Positioning
- Balance sheet and net worth analysis
- Real estate or business sale strategy and calculations
Life Events & Legacy Planning
- Life event financial planning (marriage, children, divorce, relocation)
- Inheritance scenario planning
Protecting What Matters
Build a smart, personalized protection strategy for your family, business, and lifestyle.
Personal & Property Protection
- Home, auto, and business insurance review
- Umbrella liability policy guidance
- Business liability insurance planning
Life & Income Protection
- Life insurance needs analysis and product education
- Tax-efficient permanent life strategies (IRS Code 7702)
- Income protection and disability coverage
Long-Term & Specialized Planning
- Long-term care solutions
- Planning for dependents with special needs
Building and Growing Wealth
Align your investment strategy with your goals, values, and risk preferences.
Strategy & Goal Alignment
- Financial goal-setting and timeline planning
- Risk tolerance review and portfolio recommendations
- Market behavior coaching and timing discipline
Portfolio Design & Optimization
- Portfolio design and asset allocation
- Cost basis and fee drag analysis
- Investment diversification across classes, types, and geographies
- Guaranteed, growth, speculative, and hybrid investment guidance
Specialized & Tax-Advantaged Planning
- Education savings strategies
- Employer-sponsored plan optimization
- Investment planning for business owners
Strategic Tax Planning
Proactively manage tax exposure now and in the future.Services:
- Capital gains and tax-loss harvesting strategy
- Tax diversification planning: taxable, tax-deferred, tax-advantaged
- Business owner tax strategies and qualified plan selection
- Deduction maximization
- Tax minimization strategies
- Future tax projection and withdrawal planning
- Advanced ownership and structuring techniques
Retirement Income & Longevity Planning
Retirement Readiness
- Target retirement date and income needs planning
- Safe withdrawal rate and longevity risk review
- Required minimum distribution (RMD) education
Tax-Efficient Income Strategy
- Optimal account drawdown sequences
- Roth conversion and backdoor Roth strategies
Government & Pension Benefits
- Social Security benefit timing
- Pension maximization analysis
Health &
Legacy
- Guaranteed income products and annuity strategies
- Long-term care planning in retirement
- Business exit or succession planning
Legacy & Estate Planning
Transfer wealth on your terms, with structure, clarity, and care.
Structuring
the Estate
- Estate balancing and asset titling strategy
- Trust education and coordination (revocable, irrevocable, living)
- Power of attorney, healthcare directive, and essential document review
Planning
the Transfer
- Multi-generational wealth transfer strategy
- Beneficiary designation audit
- Estate tax funding solutions
Giving
with Purpose
- Charitable giving and tax-efficient gifting
Explore Sample Strategies & Insights
Review the sample PDFs below to see the types of strategies, insights, and solutions we deliver to our clients. These examples highlight our approach to planning, protection, and long-term wealth management.
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