Richard M. Reed

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RICHARD M. REED

Supervisor, 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