Joseph Reed
Amory,MS
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
4
4
years of professional experience
Work History
Owner/Financial Planner
Barefoot Financial Planning (DBA for practice through Lincoln Financial Securities Corp.)
07.2023 - Current
- Analyze clients’ financial profiles, and unique goals, and help them develop a path to progress in their financial lives
- Help clients strive to be more intentional with their finances, as well as save more, reduce taxes, and create financial stability through creative solutions
- Coordinate with other business professionals such as CPAs and attorneys in order to offer clients a holistic plan for their money
- Perform back-office tasks such as website creation, invoicing, account applications, etc.
Owner
Worn Tools Woodworking, LLC
01.2020 - Current
- Operate business through marketing and forming business and customer relations
- Manufacture woodworking products from large tables to small pens
- Keep a record of transactions while also planning for future growth.
Financial Representative
Modern Woodmen of America
05.2022 - 06.2023
- Conduct a thorough analysis of clients' financial situation, goals, and objectives
- Provide customized financial planning and investment solutions based on clients' needs and goals
- Act as a liaison between clients and Modern Woodmen of America to ensure that clients receive the highest level of service.
Education
Associate’s of Arts - General Studies
Holmes Community College
Ridgeland, MS05.2018
High School Diploma -
Germantown High School
Madison, MS05.2016
Skills
- Customer Relations
- Small business operations
- Relationship Building
- Verbal and written communication
- Financial Planning
- Client Service
- Business marketing
Licenses And Designations
- Life, health, and accident insurance license with a variable line of authority
- Securities Industry Essentials (SIE)
- Series 6
- Series 63
- Series 65
Activities
- President’s Scholarship at Holmes Community College 2016-2017
- Graduated with Honors 2016
- ASE Student Certification – Automotive Service II 2016
References
- Jonathan Adcock, CPA, Haddox, Reid, Eubank and Betts, CPAs, 109 Belle Cove, Madison, MS, 39110, 601-540-7578, jonathan.adcock@gmail.com
- Mathew Gilbert, Lead Pastor at The Church at Trace Crossing, 1108 Maxwell St, Tupelo, MS, 38804, 662-321-2325, mathew@tracecrossing.org
- Jeff Dempsey, Retired, 3333 Riverbend Road, Belden, MS, 38826, 615-393-1856, jldmpsy@gmail.com
Timeline
Owner/Financial Planner
Barefoot Financial Planning (DBA for practice through Lincoln Financial Securities Corp.)
07.2023 - Current
Financial Representative
Modern Woodmen of America
05.2022 - 06.2023
Owner
Worn Tools Woodworking, LLC
01.2020 - Current
Associate’s of Arts - General Studies
Holmes Community College
High School Diploma -
Germantown High School
Similar Profiles
Le LuuLe Luu
Junior Account Executive at Lenox Financial Mortgage Corp. dba WesLend FinancialJunior Account Executive at Lenox Financial Mortgage Corp. dba WesLend Financial
Luke HannaLuke Hanna
Intern/Planner Assistant at Lincoln Financial Planning/Denali Wealth ManagementIntern/Planner Assistant at Lincoln Financial Planning/Denali Wealth Management
Christian WallaceChristian Wallace
Financial Paraplanner at M Financial Planning Services (LPL Financial)Financial Paraplanner at M Financial Planning Services (LPL Financial)