PROFESSIONAL PROFILE

The Reed Wealth Management Group has been helping clients achieve their retirement dreams every day for the past 30 years by providing SOUND, DISCIPLINED ADVICE and GUIDANCE.

We believe that:
Helping Clients ACHIEVE WEALTH is our RESPONSIBILITY
Helping them ACHIEVE LIFE is our DIFFERENCE
Being their ESSENTIAL PARTNER is our MISSION

Our team has over 75 years of experience in areas of wealth creation, retirement planning,income distribution,longevity risk, philanthropic and estate planning strategies and the transfer of wealth. Clients consist of affluent individuals and families, corporate executives and successful business owners who are looking for TRUE WEALTH-THE ABILITY TO LIVE LIFE ON THEIR OWN TERMS.


DALE REED, First Vice President, Wealth Management Advisor,CFM.
Dale has 30 years of experience in the areas of wealth accumulation, retirement planning and income distribution strategies. A graduate of Texas A&M University at Commerce with a degree in Marketing and Economics, Dale joined Merrill Lynch in 1981 after a career in residential real estate in Dallas. Dale serves on the The Dallas Foundation Advisory Council. He and his wife Barbara live in Prosper, Tx.

JOHN FRITH, Vice President, Wealth Management Advisor,CFM,CSNA.
John has 22 years of experience in the areas of wealth accumulation, retirement planning and income distribution strategies. A graduate of The University of North Texas with a degree in Marketing and Management, John joined Merrill Lynch in 1989, after careers in the international steel business and residential construction. John and his wife Linda live in Carrollton, Tx.

JASON REED, Financial Advisor.
Jason is a graduate of The University of Arkansas in 2000 with a BA in Political Science, and The University of Tulsa College of Law in 2003. Jason joined Merrill Lynch in 2007 after a successful career in the legal profession specializing in real estate. Jason is a member of the Arkansas Alumni Association, the Dallas Razorback Club & the National Eagle Scout Association. Jason enjoys the outdoors, music & sports.

BARBARA (J.T.) TAYLOR, Senior Client Associate.
J.T. began her career with Merrill Lynch in 1998 while completing her Masters of Finance at The University of Colorado. She transferred to the Metroplex in 1999 and joined the Reed Group in September, 2005. Among her responsibilities are account administration and providing " WOW " service to the clients. J.T. is also the special projects coordinator for the group.


Our goal is to understand and bring within reach the lives each client envisions. As an essential partner, we provide each client with personalized advice based on a deep understanding of their needs, as well as the ability to look beyond investments and deliver solutions across every aspect of their financial lives.