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DReed

Practice Areas

  • Risk Protection
  • Income Planning
  • Estate Planning
  • Asset Management
  • Retirement Planning

Education

  • Bates College,
    BA, Lewiston, Maine
  • Universidad de Granada, Granada, Spain
  • The American College, Chartered Life Underwriter

Derek is a Managing Partner of the firm providing financial services for over 15 years, and specializing in investment counseling, financial planning and insurance consultation. Derek obtained his Certified Financial Planner™, CFP® certification* in 2007 and Chartered Life Underwriter (CLU®) designations from The American College (Bryn Mawr, PA) in 2011. In addition, he holds FINRA Series 7, 24. and 66 licenses as well as licenses for Life, Health, Annuities and Variable Insurance.

He is a member of the Essex County Estate Planning Council, the National Association of Insurance and Financial Advisors Boston Chapter and a qualifying and life member of the Million Dollar Round Table organization.

Derek resides in Groveland with his wife Karen, sons Nathan and Jeremy and daughter Katherine Rose.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Derek’s community service and profession affiliations include:

  • Board of Directors, Pathways for Children serving as Treasurer and is a past Chairman.
  • Past President of Business Networking International (BNI)
  • Boston Bates College Business Network.

The centerpiece of any great client relationship is attaching meaning and purpose to our 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. Making sense of your financial affairs is a worthwhile and rewarding experience.

-Derek J. Reed, CFP®, CLU®

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