I’m a lifelong native of Alexandria and a graduate of Louisiana Tech University. After earning my Bachelor of Science degree in Accounting, I went to work for a large brokerage firm and learned the ropes from my now business partner, Eric Reed. In 2001, Eric and I moved back to Alexandria and joined a smaller regional brokerage firm. We quickly learned that, like the previous larger firm, this brokerage firm spent more time teaching its advisors on how to maximize profits than how to best help the clients achieve their financial goals. We were determined to change that. In 2004, we took a leap of faith and ventured out to open an independent advisory firm, Reed Davis Wealth Management, that focused on helping our clients with financial planning, not just investment advice, in an unbiased and fiduciary environment.
In my pursuit of lifelong learning, I attained the designation of a CERTIFIED FINANCIAL PLANNER™ practitioner through the CFP Board of Standards, which helps identify financial planners who are committed to competent and ethical behavior when providing financial planning. While anyone can call themselves a financial planner, only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification mark. I am also a registered representative through LPL Financial.
Although I feel that all areas of financial planning are important, one of my favorite areas of focus is helping our clients pay the IRS as little as possible with long-range tax planning. Tax planning is both challenging and rewarding when done correctly.
When not working with clients, I love spending time with my wife and children, mostly outdoors: hunting, skiing, ballparks, you name it. I’m an unapologetic Christian and patriotic Veteran who served in Operation Enduring Freedom in 2003. Some call me crazy, but in 2019 I started Brazilian Jiu-Jitsu and instantly fell in love with the sport.
*No strategy assures success or protects against loss