Gregory Reed, CFP®

Gregory Reed, CFP®

Outside Sales Manager

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location of Gregory Reed, CFP®Columbia, Missouri, United States

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  • Timeline

  • About me

    CERTIFIED FINANCIAL PLANNER™ at Raymond James Financial Services

  • Education

    • Helias High School

      1981 - 1984
    • University of Missouri-Columbia

      1991 - 1992
      M.Ed Masters in Education

      Activities and Societies: Received Masters in Education in Secondary Curriculum and Instruction while also completing teacher certification program.

  • Experience

    • FEDEX KINKOS

      Feb 1993 - Jan 1997
      Outside Sales Manager

      Responsible for outside commercial printing sales for #1 retail store company-wide in terms of profitability. Developed client relationships for document management services including full color and high volume printing needs with typical turn-around of 24-48 hours. Additional responsibilites included hiring and training sales personnel across the region in markets such as Topeka, Wichita, Overland Park, Lawrence and Springfield, Missouri.

    • LaBrunerie Financial

      Jan 1997 - Dec 1997
      Investment Executive

      Investment Executive for individual clients with specialization in the 403b market for local school districts and higher educational institutions.

    • PrimeVest Financial Services

      Dec 1997 - Feb 2011
      Investment Executive

      I worked for Primevest through Landmark Bank for 13 years until striking out on my own as an Independent Financial Advisor through Raymond James Financial Services in February of 2011

    • Raymond James Financial Services, Inc. Member FINRA/SIPC

      Feb 2011 - now
      CERTIFIED FINANCIAL PLANNER™

      With 21 years of experience in the financial services field, I offer a full range of financial services to my clients as a CERTIFIED FINANCIAL PLANNER™ through Raymond James Financial Services. My office is in Columbia, Missouri where I have lived since finishing my Masters Degree in 1992 at the University of Missouri.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Certified Financial Planner Board of Standards Inc. owns the certification marks of CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Show less

  • Licenses & Certifications

    • CFP®

      CFP Board