Reed Willett
Vice President, Investments
A seasoned financial professional with over 10 years of experience, Reed brings a wealth of knowledge and expertise to every client engagement. His career has spanned diverse areas of the financial services industry, including fixed income, compliance, operations, and financial planning. This comprehensive background allows him to take a holistic approach to wealth management, crafting customized solutions that address each client’s unique needs and goals.
Reed's expertise extends across a broad spectrum of investment strategies, including:
- Portfolio construction and management: He has a proven track record of successfully building and managing sophisticated investment portfolios for high-net-worth clients and business owners, encompassing both equity and fixed income instruments.
- Tax-efficient strategies: Reed possesses a deep understanding of tax implications, which he leverages to develop customized solutions that optimize clients’ financial outcomes.
- Financial planning and wealth management: He provides comprehensive financial planning services, including retirement planning, estate planning, and legacy planning.
- Charitable giving strategies: Reed is passionate about philanthropy and assists clients in designing effective strategies for supporting their chosen charitable causes.
Beyond his technical expertise, Reed is deeply committed to building strong client relationships. He takes the time to understand each client’s individual circumstances, risk tolerance, and long-term aspirations. This dedication to personalized service and client success has earned him a reputation for excellence within the financial community.
Reed’s dedication extends beyond the professional realm. He is actively involved in various philanthropic endeavors, including Fruitful Field, Loaves & Fishes, and Habitat for Humanity. His commitment to community service reflects his strong personal values and dedication to making a positive impact on the world.
In his personal time, Reed cultivates a passion for life’s simple pleasures. He enjoys the challenge of the golf course, the exploration of diverse cuisines, and the thrill of discovering new destinations through travel.
Reed’s professional accomplishments, combined with his dedication to community service and passion for personal growth, make him a valuable asset to any client seeking a trusted financial advisor.
