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Robert Reed Email & Phone Number
Sr. Wealth Advisor
at
Mercer Advisors
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Sr. Wealth Advisor
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, a with 413 employees, based in Covington, Louisiana, United States. AeroLeads shows a matched LinkedIn profile for Robert Reed.
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.
-
Sr. Wealth Advisor
Team & coworkers
Colleagues at Mercer Advisors
Other employees you can reach at merceradvisors.com. View company contacts for 413 employees →
MB
Michael Bothwell
Colleague at Mercer AdvisorsNew York, United States
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MA
Midori A.
Colleague at Mercer AdvisorsThe Colony, Texas, United States
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JR
Jesus Romero Enciso
Colleague at Mercer AdvisorsLos Angeles, California, United States
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CL
Chris Lang-Rogers
Colleague at Mercer AdvisorsVancouver, Washington, United States
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JF
Joann Ferradino
Colleague at Mercer AdvisorsScottsdale, Arizona, United States
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JS
Justin Shane, Cfp®
Colleague at Mercer AdvisorsSanta Barbara, California, United States
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SS
Shala Schultz, Cfp®
Colleague at Mercer AdvisorsSan Luis Obispo, California, United States
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JG
Jeff Giguere, Cfp®
Colleague at Mercer AdvisorsLafayette, California, United States
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SG
Schane Goheen Cfp®
Colleague at Mercer AdvisorsSan Diego, California, United States
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GC
Greg Cox
Colleague at Mercer AdvisorsPhoenix, Arizona, United States
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Michael Bothwell
Colleague at Mercer AdvisorsNew York, United States
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MA
Midori A.
Colleague at Mercer AdvisorsThe Colony, Texas, United States
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JR
Jesus Romero Enciso
Colleague at Mercer AdvisorsLos Angeles, California, United States
View →
CL
Chris Lang-Rogers
Colleague at Mercer AdvisorsVancouver, Washington, United States
View →
JF
Joann Ferradino
Colleague at Mercer AdvisorsScottsdale, Arizona, United States
View →
JS
Justin Shane, Cfp®
Colleague at Mercer AdvisorsSanta Barbara, California, United States
View →
SS
Shala Schultz, Cfp®
Colleague at Mercer AdvisorsSan Luis Obispo, California, United States
View →
JG
Jeff Giguere, Cfp®
Colleague at Mercer AdvisorsLafayette, California, United States
View →
SG
Schane Goheen Cfp®
Colleague at Mercer AdvisorsSan Diego, California, United States
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GC
Greg Cox
Colleague at Mercer AdvisorsPhoenix, Arizona, United States
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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.
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 Michael Bothwell, Midori A., Jesus Romero Enciso, Chris Lang-Rogers, and Joann Ferradino.
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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