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Edward Jones Investments - Reed Group

Categories

Financial Planning

About Us

I have worked as an Edward Jones financial advisor since 2013. I participate in mentoring new financial advisors and currently operate as a diversity and inclusion leader for our area. I graduated from Gwynedd Mercy University with a bachelor's degree in business and completed my MBA in finance at DeSales University in 2010. Since then, I have also earned both my CFP® and AAMS® designations.

Having served two terms as chairman of the board for the chamber of commerce for Greater Montgomery County, I now serve as the immediate past chair. I currently serve on the board of Laurel House and previously served as a board member for the North Wales Area Library and the Gwynedd Mercy University Alumni board. I also volunteer several evenings throughout the year teaching investment education for the North Penn Community Education Program. I enjoy the time I spend actively engaging in our community and giving back to the organizations that helped shape my life.

Born and raised in North Wales, PA, I met my wife in eighth grade at Penndale Middle School. We now live in Upper Gwynedd Township and have three wonderful children.

Highlights

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

Rep/Contact Info

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Duncan Reed