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Reed Willett Email & Phone Number
Vice President - Planning Solutions Group and Investment Specialist
at
Coastal Wealth
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✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Vice President - Planning Solutions Group and Investment Specialist
Location
Fort Lauderdale, Florida, United States
Company size
Who is Reed Willett? Overview
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Quick answer
Reed Willett is listed as Vice President - Planning Solutions Group and Investment Specialist at Coastal Wealth, a with 303 employees, based in Fort Lauderdale, Florida, United States. AeroLeads shows a matched LinkedIn profile for Reed Willett.
Reed Willett previously worked as Vice President - Planning Solutions Group / Investment Specialist at Coastal Wealth, A Massmutual Firm and Team Specialist - Home Office Suitability at MassMutual at Massmutual. Reed Willett holds Bachelors, Finance - Financial Management/Investments from University Of Arkansas.
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Coastal Wealth
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Profile bio
About Reed Willett
Reed Willett is a Vice President - Planning Solutions Group and Investment Specialist at Coastal Wealth. They is proficient in English.
Current workplace
Reed Willett's current company
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Coastal Wealth
6 roles
Reed Willett work experience
A career timeline built from the work history available for this profile.
Vice President - Planning Solutions Group / Investment Specialist
Currenthttps://www.mycoastalwealth.com/licensing
Sep 2018 - Present
Team Specialist - Home Office Suitability At Massmutual
Support Team of Lead, Senior, and Entry Level Home Office Suitability PrincipalsActing Director in Director's AbsenceServe as Subject Matter Expert Across Multiple Lines of Business for Multiple DepartmentsInternal Audit Analysis (Trends, Risk, Response, Corrective Actions)Communication Liaison Across Multiple Departments (Product, Compliance, Platform, etc)Identify and Offer Solutions for System Deficiencies (Potential Risk, Inaccuracies, etc.)Advise Compliance Regarding Verbiage in Systems and FormsManagement of Escalated CasesAuthoring of Excel Spreadsheets to Increase Process Accuracy and EfficiencyTasked with Handling Unique Situations - Resolution of One-Off Type Issues
Feb 2016 - Aug 2018
Vice President: Municipal Trading
Wunderlich Securities
Municipal Securities TraderWritten Supervisory Procedures for Municipal UnderwritingTrade Execution, Review, and CorrectionInventory ManagementCredit AnalysisSpreadsheet Design and ModelingConference Calls with Clients to Ensure Suitability and Increase ProductionSupervision of Registered RepresentativesTraining Sales Force to Understand and Trade Municipal Bonds
Mar 2015 - Oct 2015
Vice President: Investment Trader/Municipal Underwriter
Head Municipal, Corporate, and TBA TraderLead Municipal Underwriter (Competitive)Trade Execution, Review, and CorrectionPortfolio Management Strategy for Bank's PortfolioCredit AnalysisSpreadsheet Construction and ModelingInventory ManagementSupervision of Registered RepresentativesWritten Supervisory Procedures for UnderwritingFINRA Responses in Regards to Underwriting and Trading
Jul 2012 - Mar 2015
Account Executive
Researched and Identified Potential ClientsMaintained Daily Outgoing Call List and Contact DetailsCredit Analysis of Bonds to Determine Suitability and ValueTracked Performance of Bonds Sold/Bought to Maximize Client Performance
Apr 2011 - Jun 2012
Team & coworkers
Colleagues at Coastal Wealth
Other employees you can reach at mycoastalwealth.com. View company contacts for 303 employees →
SH
Sean Hopkins
Colleague at Coastal WealthPalm City, Florida, United States
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AN
Arnold Norona
Colleague at Coastal WealthUnited States
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WO
William Owen
Colleague at Coastal WealthPompano Beach, Florida, United States
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SV
Stanislav Verbytskyi
Colleague at Coastal WealthMiami-Fort Lauderdale Area, United States
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RC
Robert Cerrito
Colleague at Coastal WealthTampa, Florida, United States
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AT
Ari Tenenbaum
Colleague at Coastal WealthFort Lauderdale, Florida, United States
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SP
Sady Picart
Colleague at Coastal WealthMiami, Florida, United States
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NT
Nick Tranghese
Colleague at Coastal WealthMiami-Fort Lauderdale Area, United States
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AM
Ali Mahallati
Colleague at Coastal WealthMiami, Florida, United States
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JD
Jenny Dunberg
Colleague at Coastal WealthBoynton Beach, Florida, United States
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Sean Hopkins
Colleague at Coastal WealthPalm City, Florida, United States
View →
AN
Arnold Norona
Colleague at Coastal WealthUnited States
View →
WO
William Owen
Colleague at Coastal WealthPompano Beach, Florida, United States
View →
SV
Stanislav Verbytskyi
Colleague at Coastal WealthMiami-Fort Lauderdale Area, United States
View →
RC
Robert Cerrito
Colleague at Coastal WealthTampa, Florida, United States
View →
AT
Ari Tenenbaum
Colleague at Coastal WealthFort Lauderdale, Florida, United States
View →
SP
Sady Picart
Colleague at Coastal WealthMiami, Florida, United States
View →
NT
Nick Tranghese
Colleague at Coastal WealthMiami-Fort Lauderdale Area, United States
View →
AM
Ali Mahallati
Colleague at Coastal WealthMiami, Florida, United States
View →
JD
Jenny Dunberg
Colleague at Coastal WealthBoynton Beach, Florida, United States
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3 education records
Reed Willett education
Bachelors, Finance - Financial Management/Investments
Bachelors, Marketing - Marketing Management
High School Diploma
Central High School
FAQ
Frequently asked questions about Reed Willett
Quick answers generated from the profile data available on this page.
What company does Reed Willett work for?
Reed Willett works for Coastal Wealth.
What is Reed Willett's role at Coastal Wealth?
Reed Willett is listed as Vice President - Planning Solutions Group and Investment Specialist at Coastal Wealth.
Where is Reed Willett based?
Reed Willett is based in Fort Lauderdale, Florida, United States while working with Coastal Wealth.
What companies has Reed Willett worked for?
Reed Willett has worked for Coastal Wealth, Coastal Wealth, A Massmutual Firm, Massmutual, Wunderlich Securities, and Simmons Bank.
Who are Reed Willett's colleagues at Coastal Wealth?
Reed Willett's colleagues at Coastal Wealth include Sean Hopkins, Arnold Norona, William Owen, Stanislav Verbytskyi, and Robert Cerrito.
How can I contact Reed Willett?
You can use AeroLeads to view verified contact signals for Reed Willett at Coastal Wealth, including work email, phone, and LinkedIn data when available.
What schools did Reed Willett attend?
Reed Willett holds Bachelors, Finance - Financial Management/Investments from University Of Arkansas.
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