Douglas A Reed
First Vice President, Financial Advisor, First Vice President
Phone:
(413) 736-1124(413) 736-1124
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
About Us
The Reed Group at Morgan Stanley helps individuals and families manage assets through comprehensive financial planning and wealth management. Some of our areas of focus include content creators, executives, and entrepreneurs.
Everyone is unique in their journey. Based on an in-depth understanding of a client's challenges, opportunities, and aspirations, we build a customized plan to help them realize their vision of a successful life.
Everyone is unique in their journey. Based on an in-depth understanding of a client's challenges, opportunities, and aspirations, we build a customized plan to help them realize their vision of a successful life.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Dealing with financial matters can be time-consuming and difficult. Our goal is to be the team you and your family can trust for comprehensive financial advice so you can focus on what's important to you.
The first step in our process is getting to know you. The more we understand about your unique situation, the better we can craft a customized plan to help you realize your goals.
We carefully select investments that are appropriate for your goals and risk tolerance. We will present ideas to you and listen to your feedback, fine tuning the plan until it's ready to be implemented. Once the plan has been implemented, our team will monitor its progress.
Over time, your needs and goals may change. We schedule periodic check-ins to make sure your plan is up to date and still appropriate for you.
The first step in our process is getting to know you. The more we understand about your unique situation, the better we can craft a customized plan to help you realize your goals.
We carefully select investments that are appropriate for your goals and risk tolerance. We will present ideas to you and listen to your feedback, fine tuning the plan until it's ready to be implemented. Once the plan has been implemented, our team will monitor its progress.
Over time, your needs and goals may change. We schedule periodic check-ins to make sure your plan is up to date and still appropriate for you.
Location
55 East 52nd Street 10th
New York, NY 10055
US
Direct:
(212) 883-8182(212) 883-8182
1500 Main St, 19th Floor
Springfield, MA 01115
US
Meet The Reed Group
Dan Reed
Financial Advisor, Portfolio Manager
Phone:
(212) 883-8182(212) 883-8182
Matthew Chorches
Registered Client Service Associate
Phone:
(413) 736-1119(413) 736-1119
About Douglas A Reed
As Portfolio Manager of The Reed Group, I manage the assets of families, companies, and non-profit organizations. My interest in investing began when I was thirteen years old and I have been actively following the stock market ever since. I have been with Morgan Stanley and its predecessors for over 36 years and look forward to the opening of the stock market every morning.
For portfolios we manage, we look for strategies to grow a client’s wealth. To do this, we invest in growing and undervalued companies with excellent management. I spend much of my time researching companies and developing a deep understanding of the how well the management understands their own company.
However, portfolio management is only one aspect of a client’s financial life. My son Dan, our team’s Financial Advisor, in addition to studying the craft of portfolio management under my guidance, works with clients to create financial plans. These financial roadmaps can help clients prepare for life events such as funding a child’s college education, saving for retirement, and estate planning.
Whether your goal is wealth accumulation or securing your family’s financial future, we hope to offer you the best service possible.
For portfolios we manage, we look for strategies to grow a client’s wealth. To do this, we invest in growing and undervalued companies with excellent management. I spend much of my time researching companies and developing a deep understanding of the how well the management understands their own company.
However, portfolio management is only one aspect of a client’s financial life. My son Dan, our team’s Financial Advisor, in addition to studying the craft of portfolio management under my guidance, works with clients to create financial plans. These financial roadmaps can help clients prepare for life events such as funding a child’s college education, saving for retirement, and estate planning.
Whether your goal is wealth accumulation or securing your family’s financial future, we hope to offer you the best service possible.
Securities Agent: TX, HI, PA, WA, MA, VT, TN, SC, OH, MD, ME, MI, NC, NH, NJ, RI, DE, CT, AZ, CA, FL, CO, GA, MN, AK, NY, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1285303
NMLS#: 1285303
About Dan Reed
As Financial Advisor in The Reed Group at Morgan Stanley, my goal is to develop a deep understanding of a client’s needs to help them select an intelligent investment strategy. I develop financial plans with clients to help prepare strategies for life events such as funding a child’s college education, saving for retirement, and estate planning. And as life brings new challenges and your needs change, I would like to be there to help you navigate those waters.
Assisting us in the investment selection process is my father, a Senior Portfolio Manager with over 36 years of experience. Together, we bring comprehensive wealth management to a diverse base of clients.
Whether you’re planning for retirement or looking for a team to manage the portfolio of your business or non-profit organization, The Reed Team at Morgan Stanley has the experience and dedication to help you grow your wealth and help you pass it on to the next generation.
Assisting us in the investment selection process is my father, a Senior Portfolio Manager with over 36 years of experience. Together, we bring comprehensive wealth management to a diverse base of clients.
Whether you’re planning for retirement or looking for a team to manage the portfolio of your business or non-profit organization, The Reed Team at Morgan Stanley has the experience and dedication to help you grow your wealth and help you pass it on to the next generation.
Securities Agent: TX, OH, HI, FL, AK, DE, MA, MD, CT, MI, MN, NC, VT, PA, RI, SC, NY, VA, NJ, WA, TN, NH, ME, GA, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 2589479
NMLS#: 2589479
Contact Douglas A Reed
Contact Dan Reed
Hear from Our Clients
Dan Reed is a trusted advisor who I rely on for sound financial guidance. He takes the time to truly understand my goals
and creates a plan that balances growth with my risk tolerance. I appreciate that we revisit my financial plan every few
years to make sure it's still on track. He avoids chasing fads, which gives me confidence in my long-term financial security.
Scott
Verified ClientNovember 19, 2024
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
3846129 9/24
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Ready to start a conversation? Contact The Reed Group today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
5Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
5Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
Awards Disclosures
CRC 6491812 (04/2024)
