3 months ago
Houston’s Monroe Vos Joins CAPTRUST
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
- With CAPTRUST Since 2022
- 615.377.1177
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5314 Maryland Way #300
Brentwood, TN 37207
Craig Reed, CFP®, CIMA®, CFA®
Principal,
Financial Advisor
- Brentwood, TN
- The Hobbit
- My family, (uncle) Neal Powell, and (father-in-law) Donald Early
- The service we render to others is really the rent we pay for our room on this earth. It is obvious that man is himself a traveler; that the purpose of this world is not ‘to have and to hold’ but ‘to give and to serve.’ There can be no other meaning. - Wendell Grenfeld
- Integrity, selflessness, and authenticity
Financial Advisors
Craig Reed is a wealth management financial advisor based in Nashville, TN.
Craig joined CAPTRUST in 2022 from TrustCore Financial Services, and he serves as a principal and financial advisor. He supports clients and helps them build, implement, and maintain sound financial plans to gain confidence in their financial future. He also enjoys developing investment strategy through research in both public and private markets. Craig has been in the industry since 1998 and holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), and Chartered Financial Analyst®. He holds a Bachelor of Business Administration degree in finance and international business from Baylor University.
Craig is active within his church and is a member of the Brentwood Morning Rotary Club as well as the Investment Committee for the West End Home Foundation. Outside of work, he enjoys spending time with family, exercising, watching college sports, coaching his son’s basketball team, working on cars, fitness, and volunteering.
Education
- Bachelor of Business Administration degree in finance and international business from Baylor University
Industry Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst® (CIMA®)
- Chartered Financial Analyst®
Industry Involvement
- Member, FPA of Middle Tennessee
- Member, CFA Society Nashville
Memberships
- Member, Brentwood Morning Rotary Club
- Member, West End Home Foundation Investment Committee
News & Resources
Announcements
Retirement Plans
4 months ago
Fiduciary Responsibilities for Non-ERISA Retirement Plans
The Employee Retirement Income Security Act (ERISA) establishes fiduciary responsibilities...
Wealth Management
4 months ago
Financial Tips for New Parents
The birth of your first child is a wonderful time...
Announcements
5 months ago
CAPTRUST Grows Nashville Presence with Addition of TrustCore Financial
CAPTRUST Financial Advisors announced today the addition of TrustCore Financial...
