William Reed

Associate | Relationship Manager

Education & Other Highlights

William Reed is a wealth management financial advisor based in Brentwood, TN.

William joined CAPTRUST in 2023 and serves as an associate relationship manager. He assists lead planners in meeting prep, brainstorming investment theses, estate planning, and in the day-to-day operations of the team. Prior to joining CAPTRUST, William served as a financial analyst at Civitas Senior Living, where he assisted ownership with strategic planning, risk exposure, and identifying operational inefficiencies.

William holds a Bachelor of Business Administration degree in accounting and finance from Baylor University. He is currently pursuing his Chartered Financial Analyst designation as a CFA level III candidate. Outside of the office, he enjoys weightlifting, running, and working on cars.


  • Bachelor of Business Administration degree in accounting and finance from Baylor University


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