Cathy Reed

Background

About Cathy Reed

Cathy has been in the financial services industry since 1996 working with clients, leading teams, and covering multiple geographies. Cathy is focused on developing strategies for high-net-worth individuals, their families and their businesses to help them pursue their short- and long-term financial goals. Cathy's approach to wealth management is consultative and firmly committed to excellence. Cathy accesses the investment resources of Merrill and banking strength of Bank of America to help address the various aspects of clients' financial lives. She works with clients to help identify their primary goals -including discussions covering a wide range of opportunities such as investments, business interests, exit planning, retirement, estate planning services and philanthropy - and then commits to crafting strategies designed to help clients achieve desired outcomes, while building, managing and preserving their wealth for current and future generations. In addition to the focus on clients' assets, Cathy draws upon Bank of America N.A.'s expansive array of cash management, credit and other lending strategies designed to fit clients' personal and business financial needs.**Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.