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Robert Reed Email & Phone Number
Sr. Wealth Advisor at Mercer Advisors
at
Mercer Advisors
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Sr. Wealth Advisor at Mercer Advisors
Location
Covington, Louisiana, United States
Company size
Who is Robert Reed? Overview
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Quick answer
Robert Reed is listed as Sr. Wealth Advisor at Mercer Advisors at Mercer Advisors, a company with 413 employees, based in Covington, Louisiana, United States. AeroLeads shows a matched LinkedIn profile for Robert Reed.
Robert Reed previously worked as Sr. Wealth Advisor at Mercer Advisors. Robert Reed holds Bachelor Of Science - Bs, Business Administration And Management, General from University Of Alabama.
Company email context
Email format at Mercer Advisors
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Mercer Advisors
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Profile bio
About Robert Reed
Bob specializes in delivering comprehensive financial and estate planning including investment management services with an emphasis on pre-retirement and retirement strategies. He began his wealth management career in 1978 and received his CFP® designation from the College for Financial Planning in 1981. Before joining Mercer Advisors, Bob was the owner and managing partner of Personal Financial Advisors, a respected wealth management firm in Louisiana. A dedicated entrepreneur, PFA was the last of three financial planning services companies Bob founded. Throughout his career, Bob has been a member of and held board positions in numerous civic and professional organizations. A native of Montgomery, Alabama, Bob earned a Bachelor of Science degree in Business Administration from the University of Alabama.
Current workplace
Robert Reed's current company
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Mercer Advisors
1 role
Robert Reed work experience
A career timeline built from the work history available for this profile.
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Sr. Wealth Advisor
Team & coworkers
Colleagues at Mercer Advisors
Other employees you can reach at merceradvisors.com. View company contacts for 413 employees →
ZB
Zach Butler
Colleague at Mercer AdvisorsBoulder, Colorado, United States, United States
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EJ
Elizabeth Jetton
Colleague at Mercer AdvisorsAtlanta, Georgia, United States, United States
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CS
Casey Seitz
Colleague at Mercer AdvisorsSpringfield, Missouri, United States, United States
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JD
Jerry D.
Colleague at Mercer AdvisorsSan Francisco, California, United States, United States
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LP
Lisa Pastushok, Cfp®
Colleague at Mercer AdvisorsAtlanta, Georgia, United States, United States
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GC
Garrett Cauley
Colleague at Mercer AdvisorsSan Diego, California, United States, United States
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BW
Brandon Wissinger, Cfp®
Colleague at Mercer AdvisorsSan Diego, California, United States, United States
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KS
Karrie Spencer, Cfp®
Colleague at Mercer AdvisorsPortland, Oregon Metropolitan Area, United States
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BP
Bryan Powers
Colleague at Mercer AdvisorsSanta Barbara, California, United States, United States
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MU
Maddy Underwood
Colleague at Mercer AdvisorsSpokane, Washington, United States, United States
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Zach Butler
Colleague at Mercer AdvisorsBoulder, Colorado, United States, United States
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EJ
Elizabeth Jetton
Colleague at Mercer AdvisorsAtlanta, Georgia, United States, United States
View →
CS
Casey Seitz
Colleague at Mercer AdvisorsSpringfield, Missouri, United States, United States
View →
JD
Jerry D.
Colleague at Mercer AdvisorsSan Francisco, California, United States, United States
View →
LP
Lisa Pastushok, Cfp®
Colleague at Mercer AdvisorsAtlanta, Georgia, United States, United States
View →
GC
Garrett Cauley
Colleague at Mercer AdvisorsSan Diego, California, United States, United States
View →
BW
Brandon Wissinger, Cfp®
Colleague at Mercer AdvisorsSan Diego, California, United States, United States
View →
KS
Karrie Spencer, Cfp®
Colleague at Mercer AdvisorsPortland, Oregon Metropolitan Area, United States
View →
BP
Bryan Powers
Colleague at Mercer AdvisorsSanta Barbara, California, United States, United States
View →
MU
Maddy Underwood
Colleague at Mercer AdvisorsSpokane, Washington, United States, United States
View →
1 education record
Robert Reed education
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University Of Alabama
FAQ
Frequently asked questions about Robert Reed
Quick answers generated from the profile data available on this page.
What company does Robert Reed work for?
Robert Reed works for Mercer Advisors.
What is Robert Reed's role at Mercer Advisors?
Robert Reed is listed as Sr. Wealth Advisor at Mercer Advisors at Mercer Advisors.
Where is Robert Reed based?
Robert Reed is based in Covington, Louisiana, United States while working with Mercer Advisors.
What companies has Robert Reed worked for?
Robert Reed has worked for Mercer Advisors.
Who are Robert Reed's colleagues at Mercer Advisors?
Robert Reed's colleagues at Mercer Advisors include Zach Butler, Elizabeth Jetton, Casey Seitz, Jerry D., and Lisa Pastushok, Cfp®.
How can I contact Robert Reed?
You can use AeroLeads to view verified contact signals for Robert Reed at Mercer Advisors, including work email, phone, and LinkedIn data when available.
What schools did Robert Reed attend?
Robert Reed holds Bachelor Of Science - Bs, Business Administration And Management, General from University Of Alabama.
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