Gregory L. Reed
As Director of Planning for Smith, Frank & Partners, Greg works with business owners, entrepreneurs and professionals to establish personal financial objectives and a blueprint to achieve them.
Through an interactive planning approach, Greg works to make the complex financial decisions that each person faces much less daunting than traditional methods. He breaks down detailed and complicated information into a visual format that allows our clients to review financial strategies that are both clear and concise.
Who are our typical clients?
Our clients typically come from three groups: business owners; professionals, such as doctors, lawyers and CPAs; and C-Level executives.
What makes me uniquely qualified?
Randy Smith and I developed a financial planning process we call Prosprus™. This interactive planning method allows our clients to view almost any scenario in real time. This allows our clients to take action toward meeting their goals with a better understanding of the potential outcomes. We work to make the complex financial decisions that each person faces much less daunting than traditional methods. We break down detailed and complex information into a visual format that allows our clients to review financial strategies that are both clear and concise.
What are some of my professional designations and affiliations?
I am a Certified Financial Planner™ Practitioner, a Chartered Life Underwriter, a Certified Fund Specialist and a member of the Financial Planning Association.
Something you may not know about me...
I earned a BBA in management from the University of Texas at Arlington and an MBA in finance from Dallas Baptist University. My wife Debby and I have two children. My evenings and weekends are filled with my children’s activities and I enjoy every minute of it. When I have time, I enjoy playing golf, racquetball or whatever my kids want me to do.
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Investment Advisory Services offered solely through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor
Smith, Frank & Partners, LLC is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.
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