Delivering high value

Reed is a Private Wealth Advisor focusing on high net worth individuals—in particular, the unique financial needs of Wall Street professionals, entrepreneurs and PwC partners. He delivers high value by creating thoughtful wealth management plans that drive a tailor-made investment policy. He particularly enjoys developing deep relationships with his busy clients as he helps handle what can be one of the most challenging areas of their lives.

Hooked by the energy

As he was growing up in South Florida, Reed’s aunt ran a trading desk at Merrill Lynch in New York. When Reed and his sister visited her at work as kids, he was hooked on the energy and excitement of the industry. (As was his sister, who is now a sales trader at Bank of America Merrill Lynch.) After Reed graduated from Florida State University with a degree in finance, he moved to New York and joined UBS in March of 2009. He has earned one of the industry’s most widely recognized credentials, Certified Financial Planner^® professional in 2014.

Outside UBS

Reed’s primary philanthropic interest is St. Jude Research Hospital, where he serves on their “Invest in Hope” committee. He lives in Williamsburg, Brooklyn with his wife Hope and his Great Dane, Trudy. Reed loves traveling, hiking, sports and anything ocean-related.