“The centerpiece of any great client relationship is attaching meaning and purpose to the planning process. We are strong, independent advocates for our clientele in the financial marketplace and realize the importance of income planning and risk protection, especially for the retiree. Every financial ship needs a financial captain, we’re honored to serve in that role for individuals and families.”
– Derek J. Reed
As a Managing Partner of our planning practice with over 22 years of experience, I provide investment and insurance solutions and work with my clients on financial planning, investment counseling and insurance consultation. I earned my Certified Financial Planner® (CFP®) certification in 2007 and the Chartered Life Underwriter (CLU®) from The American College in 2011. In addition, I hold the FINRA Series 7, 24 and 66 registrations.
Professional Associations & Philanthropy
- Essex County Estate Planning Council, member
- National Association of Insurance and Financial Advisors, member Boston Chapter
- Pathways for Children, Planned Gift committee member; past Board Chair and Treasurer
- Gloucester Education Foundation, Endowment Committee member
- Essex County Community Foundation, Trustee and NextGen committee member
- MDRT Foundation, Trustee; Top of the Table member, served on various fundraising and service project committees
- Hamilton-Wenham Rotary Club, member
Education
- Bates College, BA, Lewiston, Main
- Universidad de Granada, Granada, Spain
- The American College, Chartered Life Underwriter
Away From the Office
Deeply rooted to Gloucester, I am a native and the son of a commercial fishing family that still resides there. My wife and I live in Wenham with our sons, Nathan and Jeremy, and daughter, Katherine. I am a red wine aficionado, Spanish speaker and enjoy time outdoors running, skiing, playing golf and bass fishing.
