Reed has spent the better part of two decades helping individuals and families achieve financial independence through education and empowerment. Since graduating college in New York City in 2005, Reed has worked in many capacities in the financial services industry. Starting in the investment brokerage business and later transitioning to holistic wealth management, he has worked as a one-on-one advisor to individuals and families specializing in tax, estate, insurance and investment planning. As a passion project, Reed facilitates financial literacy workshops in underserved communities. He firmly believes the mainstream financial industry is designed to overlook people who need it most, and is dedicated to doing his part to educate and empower those who need it. Reed thrives in meeting clients where they are in life, working alongside them to reach their goals while communicating complex strategies and ideas in a very accessible and engaging way. When he’s not following the markets, Reed enjoys all things film, art and music, exploring NYC and spending quality time with friends and family.