Keenan Financial
Jack Reid is a seasoned financial advisor with extensive experience in the financial services industry. Currently, Jack Reid serves as a Financial Advisor at Keenan Financial, a registered investment advisor in Massachusetts, since January 2019. Prior roles include Financial Advisor at The Bulfinch Group and Morgan Stanley, as well as Financial Representative at INVEST Financial Corporation. Jack Reid's background also features a successful athletic career, highlighted as a two-time Major League Lacrosse Champion and three-time Division One All-American, alongside roles such as Owner Director of Core Lacrosse and Defenseman for UMass Men's Lacrosse, where Jack Reid captained the team during its inaugural National Championship appearance. Educational qualifications include a Bachelor of Science in Business with a focus on Sport Management from the Isenberg School of Management at UMass Amherst.
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Keenan Financial
At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations. We believe in building long-term relationships and are committed to providing services tailored specifically to each individual client. We focus on your personal goals, needs, and aspirations to create a disciplined and customized investment strategy to help you grow your net worth. We stay on top of your financial needs by continuing to review your investment strategy amidst life events, changing priorities, and new ambitions. We simplify your financial situation by providing services that cover all aspects of your individual finances. Together, we will build, grow, and preserve your wealth. Keenan Financial believes that our clients deserve objective and competent guidance to craft, implement, and monitor a financial and life-planning strategy. We provide an independent, unbiased analysis on your current financial situation. We build long lasting client relationships through trust, integrity, and superior service. Our success is measured solely by the success you have in achieving your goals. Keenan, LLC dba Keenan Financial is a registered investment advisor in the State of Massachusetts. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Please refer to our ADV 2A brochure for a description of our services which is available at: https://www.adviserinfo.sec.gov