Robert J. Reed has been providing financial and estate planning services to individuals and businesses since 1978. He earned his bachelor’s degree from the University of Alabama in 1971. He has been licensed to use the Certified Financial Planner certification since 1981. Bob is a member of the National Association of Professional Financial Advisors (NAPFA), the fee-only financial planning organization. He was one of the first NAPFA members in Louisiana. Bob continues to champion the Fee-Only financial planner certification mark designed to reduce consumer confusion about the identity of true Fee-Only financial planners.

He has contributed to articles for Money magazine and other financial publications. He was cited as “one of the most qualified financial planners in the United States” in Money magazine in 1987 and 1988, and in Worth magazine’s list of top financial planners in 1997 and 1998. Medical Economics has chosen Reed for their listing of “America's Best Financial Advisors”. He was named one of America's "Top Wealth Managers" by Bloomberg magazine in 2002 and 2003. He is a life member of the National Registry of Who’s Who.

Throughout his career Bob has held Board positions for numerous civic and professional organizations. A native of Montgomery, Alabama, Bob and his wife Camille have two adult children, Olivia and Bryson.