Reed provides comprehensive wealth management and financial advice to high-net-worth clients and institutions. Reed began his career in wealth management in 2007 and has worked with Shorebridge Wealth Management since 2014. Reed began his career as a lender and credit analyst with the corporate banking group at Dollar Bank.
Reed holds a bachelor’s degree in managerial economics from Allegheny College, holds the Chartered Financial Analyst designation, is a Certified Financial Planner™ (CFP®) professional and is a Chartered Advisor in Philanthropy. He has received an Executive Certificate in Financial Planning through Duquesne University’s School of Leadership and Professional Advancement.
Reed is active in the non-profit community serving on the Board of Directors of two local non-profit organizations. He is also an active supporter of other local non-profits including the Children’s Hospital of Pittsburgh Foundation. Reed serves on the financial literacy committee of CFA Society Pittsburgh where he has led the society’s high school outreach and educator programs. His efforts were previously recognized by the CFA Society Pittsburgh for excellence in financial literacy education. Reed enjoys spending time with his wife, Holly, and their two children, Keer and Aylee. He is a sports enthusiast and enjoys just about anything outdoor-oriented.
Raymond James is not affiliated with the above organizations.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.