Reed Financial Planning Services

CONNECT

Address:

427 Naubuc Ave, Building 427, Ste 101
Glastonbury, CT 06033

Phone:

860-430-1009

Fax/Other:

860-430-6981

Our Team

Scott Reed, AIF®, RICP®
Financial Advisor

scott@reedfinancial.net

Scott's Linked In ProfileReed Financial Facebook profile

 

Scott has been in the financial industry since 1999. He has earned the Accredited Investment Fiduciary (AIF®) designation, the Retirement Income Certified Professional (RICP®) designation and successfully completed Series 6, 7, 63, 66 securities registrations and his Life & Health Insurance License.  He prides himself in being a value–added resource to his clients and their families.  Scott is President of Reed Financial Planning Services and has served on the Voya Field Advisory Board.

Prior to entering into the investment field, Scott graduated from UCONN with a B.A. in International Business Management. He has also studied and lived in Europe and South America, which has allowed him to become multilingual.  Today, Scott lives in Glastonbury with his wife, Betsy, and four sons. When not in the   office, he enjoys staying active outdoors, hiking with the family, and traveling.

 

 

Tyler Boling

Tyler Boling, AAMS®, CRPC®
Financial Advisor

tyler@reedfinancial.net

Scott's Linked In ProfileReed Financial Facebook profile

 

Tyler joined RFPS as a Financial Advisor after successfully launching an independent insurance agency that focused on assisting Connecticut businesses build comprehensive employee benefit packages, key person retention programs, and executive compensation plans. He has earned the Accredited Asset Management Specialist and Chartered Retirement Planning Counselor designations and currently holds FINRA Series 6, 7, 63, 65 securities registrations, along with his Life & Health Insurance license.

Deeply rooted with a passion for serving his local community, Tyler teaches the 5th - 6th boys class at his local church, is a Committee Member and Lead Volunteer Coordinator for the CT Cystic Fibrosis Foundation's Annual Cycle For Life, and a Judge at the Bristol Eastern High School Annual Business Plan Competition.

 

 

Betsy Reed

Betsy Reed, RN, CLTC
Independent Insurance Agent

betsy@reedfinancial.net

Betsy Reed's Linked In ProfileBetsy Reed Facebook profile

 

Betsy has over 20 years of experience as a Registered Nurse, is an Independent Insurance Agent and has earned the designation of Certified in Long-Term Care.  She leverages her knowledge and experience to help our clients with their Life and Long-Term Care Insurance needs.

 

 

 

 

 

 

 

Nicole Steimling

Nicole Steimling
Administrative Assistant

nicole@reedfinancial.net

Nicole's top priorities are helping to run an efficient and productive office, while providing excellent customer service and prompt follow-up to client inquiries. Her superb attention to detail allows her to excel in her role of handling the firm's operations, compliance logs and operational procedures.

 

 

 

 

 

 

 

Stephanie Shaughnessy

Stephanie Shaughnessy
Administrative Assistant

stephanie@reedfinancial.net

Stephanie is typically the first point of contact with prospects or clients who want to schedule an appointment. She spends a lot of her day preparing client review material, managing the firm's website, assisting our clients with online access to their accounts and organizing client events.

 

 

 

 

 

 

 

Contact us for more information or to schedule a meeting.