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

William joined CAPTRUST in 2023 and serves as a senior 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 in accounting and finance from Baylor University. He also earned his CFA® charter and CFP® designation.

Outside of the office, William enjoys weightlifting, running, and working on cars.