Philip B. Reed

Philip B. Reed

Phil founded Reed Financial Group in Chatham, Cape Cod, Massachusetts in 1994. Phil has been serving clients in the financial and insurance industries for over 25 years. He received the Masters Club Achiever Award at the 2010 Royal Alliance National Education Conference*.

Before forming Reed Financial Group, Phil was Vice President of Pension & Compensation Planners, Inc., a company dedicated to the design, installation and administration of retirement plans for closely held corporations. Previously, Phil held executive positions at Kendall Co., and Ionics, Inc.

Phil is a graduate of Brown University, the Alexander Hamilton Institute of Finance (with Distinction) and subsequent studies at Harvard Business School. He served as Air Intelligent Officer with Air Group 14 of the U.S. Navy in the Pacific. While at Brown, Phil was Co-Captain of the Track Team and continued his interest in athletics through his involvement in coaching youth sports.

Contributing to various community activities, Phil has held leadership positions at the Needham (MA) YMCA, the greater Boston YMCA, Glover Memorial Hospital (Needham, MA), Christ (Episcopal) Church (Needham, MA), St. Christopher's Church (Chatham, MA) and the Creative Arts Center (Chatham, MA). Phil enjoys golf, tennis, skiing and choral singing.

* The Master's Club Achiever Award is based upon tenure in the industry with Royal Alliance Associates. The award is not based upon performance or returns experienced by any client or opinions of the advisor's clients or former clients.