With more than 25 years of experience in both public and private accounting, Reed serves as a Principal in the firm’s Private Client Services Group, offering clients a well-rounded and pragmatic approach to tax planning, compliance, and representation. His dynamic background enables him to deliver practical, business-minded solutions tailored to each client’s unique needs.
Reed serves high-net-worth individuals and families, investment banking senior executives, and the entities connected to their financial portfolios. He takes a thoughtful, relationship-driven approach to client service. By understanding their complete financial picture, he develops strategies for families across generations.
Reed manages the full lifecycle of client engagements—from initial planning through final review—and plays a key role in team development. He’s a strong advocate for delegation and mentorship, helping staff take ownership of their work and build meaningful client relationships.
Outside of work, Reed enjoys spending time with his wife. These days, he finds joy in life’s quieter rhythms, embracing the role of observer and supporter among those closest to him.
Service Specialization
Private Client Services Tax Planning & Structuring Tax Compliance & Reporting Tax ControversyIndustry Specialization
Financial Services Asset ManagementEducation
Professional Affiliations
Contact Us
West Palm Beach, FL 33401 (561) 567-7900