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) with LPL Financial, the Uniform Securities Agent State Law Examination (Series 63),), and Futures Managed Funds Examination (Series 31) all held with 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.