CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Co - CEO of Reed Financial Group
- Co - CEO, Financial Advisor
- Vice President of Reed Financial Group
Abby, Vice President of Reed Financial Group, is an Investment Advisor Representative, holds a Finance degree from Kennesaw State University and has a Life, Accident, and Health Insurance license. As an Investment Advisor Representative, she has a legal fiduciary responsibility to act in the best interests of her clients. She works closely with her clients to design customized solutions for the unique challenges and goals they have. Abby believes that security in retirement comes when you have a financial plan that you understand, and she takes the time to give you all the information and critical facts you need to make a well informed decision that is in your best interest.
Abby, Co-CEO of Reed Financial Group, is an Investment Advisor Representative, holds a Finance degree from Kennesaw State University and has a Life, Accident, and Health Insurance license. As an Investment Advisor...
Job Titles:
- Co - CEO of Reed Financial Group
- Co - CEO, Financial Advisor
April Reed Crews is Co-CEO of Reed Financial Group. As an Investment Advisor Representative, she has a legal fiduciary responsibility to act in the best interests of her clients. She holds a Life, Accident and Sickness License and gained her status as an Investment Advisor Representative by passing the extensive Series 65 securities examination. April has insurance licenses in multiple states and serves clients throughout the country.
Reed Financial Group is a local, family owned company founded in 1979 by April's father, Gary W. Reed. April works closely with both her father, as well as her husband, Daniel Crews, and sister, Abby Reed, in the specialized areas of protecting and preserving the life savings of retirees. She focuses on strategies that allow her clients to profit in any market cycle, while reducing taxes and creating income strategies to ensure that her clients never run out of money. Reed Financial Group was featured in the September 2014 issue of Forbes Magazine as one of Georgia's Financial Leaders and has received the "Best of Gwinnett" award every year since 2015.
April is one of less than 300 advisors in the nation to hold the designation of Ed Slott Master Elite IRA Advisor. Additionally, April is one of only 550 advisors nationwide to achieve the National Social Security Advisor Certification. As an NSSA certified advisor, April assists her clients with making informed decisions regarding their Social Security by providing comprehensive Social Security analysis and guidance. She has also been named a Five Star Wealth Manager in Atlanta Magazine seven times.
In her spare time, April enjoys spending time with her husband and daughters, reading, volunteering as a wish granter for Make-A-Wish, and serving on 12Stone's church's hospitality team.
Job Titles:
- Chief Operations Officer
- Financial Advisor
- Investment Advisor
- Representative
Daniel graduated from the Georgia Institute of Technology with Honors in 2007, and he joined the Reed Financial Group family in 2011. His extensive knowledge in technology and analytics make him an invaluable resource as COO and in day to day operations of Reed Financial Group.
Daniel conducts client reviews and specializes in creating client reports, analyzing research providers, and he offers reporting software that allows clients to create customized spending and budget reports and balance sheets. Daniel enjoys conducting extensive research and analysis to optimize clients' portfolios and to provide solutions specific to their goals and needs.
Outside of the office, Daniel enjoys golfing, watching football, Braves baseball, and spending time with friends and family.
Job Titles:
- President & Founder, Financial Professional
Gary began his career in the financial services industry in 1979. Gary formed Reed Financial Group with the simple concept of always doing the right thing and a vision to create an investment company that provides clients with security, value, and peace of mind in retirement. Gary holds a Life, Accident & Sickness license in the state of Georgia and holds insurance licenses in all 50 states. He is an Ed Slott Master Elite IRA Advisor and appeared in the forward of nationally renowned Ed Slott's book, "The IRA Tax Bomb and How to Diffuse It."
With more than three decades of industry experience, Gary is a well-known and respected member of the financial community. He co-authored "The Retirement Challenge," a book that focuses on strategies to avoid some of the most common retirement planning mistakes.
Gary trains financial advisors nationwide and frequently speaks at national investment conferences. He enjoys golf, Braves baseball, football, and spending time with his family - especially his granddaughters, Payton and Rylee. He lives in Duluth, Georgia, and has been a resident of Gwinnett County for 30 years.
Job Titles:
- Client Services Manager
- Member of the Reed Financial Group
Jennifer has been a member of the Reed Financial Group family since 2011, when she began as an Administrative Assistant. Jennifer's role in client services has continued to expand over the years, and she holds a Life, Accident & Sickness license, and passed the Series 65 Uniform Investment Adviser Law Exam in February of 2015, making her an Investment Advisor Representative.
Jennifer excels at maintaining an extremely high level of accuracy and efficiency in servicing client accounts, processing client income and transaction requests, and runs day to day operations for the Snellville office. She thoroughly enjoys interacting with clients on a daily basis, and helping clients feel like part of the Reed Financial Group family. She enjoys spending time with friends and family, watching college football, reading and cooking.
Nanette has worked in the Suwanee office as Gary's assistant since 2009. She handles day to day operations and client requests, and she has an exemplary positive attitude, work ethic and dedication to her job and our clients.
With more than 20 years of experience in Customer Service and as an Executive Assistant, Nanette provides a critical level of organization and structure to a very busy office. Nanette loves working with clients and the relationships that she has formed with them over the years.
Nanette enjoys camping with her husband David, and four dogs, and enjoys gardening, crafting, and has a passion for animals who always find their way to her home.
Rebecca Pryor began her service-oriented career in 2006 in the retail industry, where she spent the last 8 years of her 12-year retail career in managerial and supervisory roles. In 2017, she entered the financial services industry as a Client Services Coordinator and grew passionate about helping others achieve their financial goals. Rebecca joined the Reed Financial Group family in 2020 and quickly obtained her Life, Accident & Sickness license. She continues to work towards additional credentials and aspires to become a financial advisor.
Rebecca considers herself a "foodie," and enjoys cooking, crafting, hiking, and spending time with her cat, Binx.
Vicky is a dedicated Executive Assistant with more than 8 years experience coordinating, planning and supporting daily operational and administrative functions to senior executives. Vicky runs the front office for our Suwanee office where her background in client service, marketing, event coordination, and project management are utilized.
Vicky lives in Suwanee and enjoys spending time with her family and friends, traveling and playing tennis.