Reed began working in financial services in 1988 and joined MONECO in 1995 creating custom financial plans for individuals. Reed specializes in small-to-medium sized Retirement Plan consulting – helping clients understand and adapt to changes in pension laws, set up specialized plans for their individual needs, and ensure that fiduciary liabilities (responsibilities) are being addressed. In addition to helping people accumulate money in retirement plans, Reed also assists clients in managing withdrawals and distributions taken from IRAs.
He is a graduate of Central Connecticut State University, holds the General Securities Reprehensive Examination (Series 7) through LPL Financial, the Uniform Securities Agent State Law Examination (Series 63),), and Futures Managed Funds Examination (Series 31) all held through LPL Financial. He holds the Uniform Investment Adviser Law Examination (Series 65) with MONECO Advisors. He is also a member of Retirement Plan Advisory Group (RPAG) and an affiliated member of the American Society of Pension Professionals and Actuaries.
Reed lives in Weston, Connecticut with his wife Torild and their two sons, Christian and Erik.
Get to Know Reed...
Favorite part about working at Moneco: The never ending opportunity to help clients address their goals and make a positive impact on their lives while working with a great team
Favorite thing to do outside of work: Swim, ride my bike, golf, relax at the beach on a sunny day, read
What I enjoy most about what I do: Meeting new people and finding out how I can help them
Biggest challenge: Keeping up with Due Diligence on the explosion of investments and financial products to determine whether which are appropriate for our clients and which are not
Quotation: "No act of kindness, no matter how small, is ever wasted" - Aesop
Vacation: Norway and Italy in summer
TV Show: Lillehammer
Music: Rock from CSN&Y to Van Morrison, CCR to the Rolling Stones and much in between, anything I can sing along with
Sports Team: Yankees, Patriots and Golden State