Jeff Reid, CFP®

Financial planning for you is at the core of what I do as the Director of Wealth Management. My position also focuses on the future growth and expansion of our firm while also overseeing the entire financial planning division.

I’ve spent the past 18 years in the financial services industry, with over 10 years of experience with Schwab and Scottrade prior to joining Water Street Financial. Most recently, I worked as a manager of financial planning with an advisory firm in Colorado.

In 2002, I earned my bachelor of arts degree in economics from Colorado College. I later obtained the CFP® designation in 2010. I hold FINRA series 7 license through LPL Financial and FINRA series 66 license through LPL Financial and Water Street Financial,  as well as life and variable insurance licenses.

In my free time, you can find me taking part in family activities, camping, golfing, one-wheeling and doing my best to add more to the world than I take.

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