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.
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