RICHARD M. REED
Manager, Family Office
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Richard Reed spent 11 years as a small business owner in New York. After moving to Florida in 2003, he worked in insurance and as an investment broker before joining CDL in 2005.
Areas of Experience
- Elder Care
- Investments
- High Net Worth Individuals
Professional and Civic Affiliations
- Association of Financial Professionals
- National Association of Tax Preparers
- Florida Institute of Certified Public Accountants (FICPA)
- CPA Elder Care Planning and Support, FICPA
Education
- Excelsior College, Bachelor of Science in Finance