Visionary Wealth Advisors
Geoff Reed is a seasoned financial professional with extensive experience in wealth management and financial advising. Currently serving as a Sr. Wealth Management Advisor at Visionary Wealth Advisors since March 2019, Geoff previously held the position of Financial Advisor at Waddell & Reed, where the focus was on developing tailored financial plans for clients. Prior to that, Geoff was the President of the Board of Directors for Willows Way from October 2010 to October 2016, advocating for individuals with challenges and promoting community integration. Additional roles include Regional Manager at PlanMember Securities Corporation and Financial Advisor and Client Manager at Bank of America Merrill Lynch. Geoff Reed earned a degree from the University of Missouri-Columbia between 1999 and 2002.
This person is not in any teams