“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 27 years of experience, I provide planning, investment and insurance solutions to ensure a successful and meaningful retirement journey. I earned my Certified Financial Planner® (CFP®) certification in 2007, the Chartered Life Underwriter designation for insurance (CLU®) in 2011 and The Chartered Advisor in Philanthropy (CAP®) in 2024 from The American College. 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, past Board Chair and Treasurer, 2024 recipient of the Sue Todd Service Award
- Gloucester Education Foundation, former Endowment Committee member
- Essex County Community Foundation, past Trustee and NextGen committee member
- MDRT Foundation, former Trustee; Top of the Table member, have served on various fundraising and service project committees benefitting global charities
Education
- Bates College, BA, Lewiston, Main
- Universidad de Granada, Granada, Spain
- The American College, Chartered Life Underwriter, Certified Financial Planner, Chartered Advisor in Philanthropy professional designations
Away From the Office
Deeply rooted to historic Gloucester, I am a native and the son of a commercial fishing family that still resides here. 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.
