Director of Wealth Management
Jeff Reid is the Director of Wealth Management of Water Street Financial, a locally owned and operated wealth and financial management firm that specializes in comprehensive goals based financial planning for individuals and families, investment advisory to non-profits and municipalities, consulting services to retirement plan fiduciaries, and outcomes based financial wellness programs to the participants of employer retirement plans. Water Street Financial is powered by LPL Financial and Wealthcare Advisory Partners.
In his current position as Director of Wealth Management, Jeff is responsible for Financial Planning for our clients along with future growth and expansion of the firm and overseeing the firm’s Financial Planning division.
Jeff has spent the past 18 years in the financial services industry. Prior to joining Water Street Financial, he spent over 10 years with Schwab and Scottrade, and most recently as a Manager of Financial Planning with an Advisory firm in Colorado.
Jeff earned his Bachelor of Arts Degree in Economics from Colorado College in 2002 and completed the Certified Financial Planner Professional Education Program and obtained the Certified Financial Planner® (CFP®) designation in 2010. Jeff holds FINRA series 7 and 66 licenses through LPL Financial as well as Life and Variable Insurance licenses. He enjoys family activities, camping, golfing, one-wheeling, and doing his best to add more than he takes.