John Reed

Background

About John Reed

I believe that the best strategies are born out of intense preparation, clearly defined goals, and a time tested process that is repeatable. My time in the Marine Corps instilled in me the discipline that has allowed me to assist a select group of successful business owners, executives, and families in targeting their ideal outcomes. This discipline was also instrumental in providing a framework that helped me graduate from Southern Methodist University with a degree in Finance and Economics and become a CERTIFIED FINANCIAL PLANNER® professional. Our team focuses on the following areas-Executive stock concentration-Retirement and education planning-Banking and liability management for individuals/small business owners-Family generational planning including insurance and trust management services. Highlights of my professional career- 22 years with Merrill Lynch Wealth Management - Wealth Management Advisor and Portfolio Manager - CERTIFIED FINANCIAL PLANNER® professional - If you are interested in a second opinion on your wealth plan and portfolio strategy, please contact me at 972-980-8675 or john_reed@ml.com When I am away from the office, I enjoy being outdoors and being active in my local community. Some of my favorite activities are fitness related activities, fishing/hunting and hiking in the some of our great National Parks. I am an ambassador for Carry the Load. A non profit organization that supports military and first responders.*Banking Services are through Bank of America, N.A.