Reed began his investment industry career at UBS Financial Services in 2001 and joined Stifel in 2009. Prior to becoming a financial advisor, he worked in the banking industry for more than 15 years, ultimately focusing on commercial loans and private banking. Reed earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc. He draws on this knowledge and his vast experience to help his clients navigate the wealth planning process, listening to their goals and tailoring a plan suited to their financial future and lifestyle. 

As a portfolio manager in Stifel’s Solutions Program, Reed studies the market trends and develops strategies that enable him to quickly adapt and implement investment strategies for clients who choose discretionary portfolio management.

Reed earned a B.S.B.A. in Marketing Management from University of Southern Mississippi and an MBA from Loyola University New Orleans. He holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities). 

A continued supporter of his alma mater, Reed serves as a board member of the University of Southern Mississippi Foundation. He is a past President of the Southern Mississippi Foundation and a past chair of the Southern Mississippi Foundation Investment Committee. He is currently a member of the stewardship committee for CrossPoint Church.

The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.