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 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.
Vice President - Planning Solutions Group/Investment Specialist
email@example.com | T: 954.308.7143