Cathy Reed Email and Phone Number
Cathy Reed work email
- Valid
- Valid
Cathy Reed personal email
Cathy Reed phone numbers
Cathy has been in the financial services industry since 1996 working with clients, leading teams, and covering multiple geographies. The Reed and Reynolds team is focused on developing strategies for high-net-worth individuals, their families and their businesses to help them pursue their short- and long-term financial goals.The team's approach to wealth management is consultative and firmly committed to excellence. They accesses the investment resources of Merrill and banking strength of Bank of America to help address the various aspects of clients' financial lives. She helps her team as they work with their clients to help identify their primary goals -including discussions covering a wide range of opportunities such as investments, business interests, exit planning, retirement, estate planning services and philanthropy - and then commits to crafting strategies designed to help clients achieve desired outcomes, while building, managing and preserving their wealth for current and future generations.In addition to the focus on clients' assets, the team draws upon Bank of America N.A.'s expansive array of cash management, credit and other lending strategies designed to fit clients' personal and business financial needs.
-
Senior Consultant, Vice PresidentMerrill Lynch Wealth Management May 2017 - Present -
Financial Advisor, Vice PresidentJ.P. Morgan Securities Oct 2012 - May 2017
-
Financial Advisor, Vice PresidentChase Investment Services Aug 2009 - Oct 2012
-
Financial Advisor, Vice President, OsjLinsco Private Ledger/Lpl Services Apr 2004 - Aug 2009
-
Financial Advisor, Vice PresidentNew England Securities Apr 2003 - Mar 2004
-
Financial Advisor, Vice PresidentDean Witter Reynolds/Morgan Stanely Aug 1996 - Jan 2003
Cathy Reed Education Details
-
Texas Tech UniversityBachelor'S Degree
Frequently Asked Questions about Cathy Reed
What company does Cathy Reed work for?
Cathy Reed works for Merrill Lynch Wealth Management
What is Cathy Reed's role at the current company?
Cathy Reed's current role is Vice President, Senior Consultant.
What is Cathy Reed's email address?
Cathy Reed's email address is cathy_reed@ml.com
What is Cathy Reed's direct phone number?
Cathy Reed's direct phone number is +151266*****
What schools did Cathy Reed attend?
Cathy Reed attended Texas Tech University.
Who are Cathy Reed's colleagues?
Cathy Reed's colleagues are Jeffrey Gladstein, Sarah Ortiz, Don Mcdonald, Cima®, Cpwa®, Cpfa®, Crpc™, Marcus Hernandez, Blakely Tanner, Jeffrey Luz, Read Hubbard.
Not the Cathy Reed you were looking for?
-
-
5aol.com, yahoo.com, beaerospace.com, aol.com, haeco.aero2 1336299XXXX
-
1yahoo.com -
Cathy Reed
Pleasant Ridge, Mi
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial