William Reed, CFA

Senior Associate | Relationship Manager

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Biography
Education & Other Highlights
Location(s)

William Reed is a wealth management financial advisor based in Brentwood, TN.

William joined CAPTRUST in 2023 and serves as a senior associate relationship manager. He assists lead planners in meeting prep, brainstorming investment theses, estate planning, and in the day-to-day operations of the team. Prior to joining CAPTRUST, William served as a financial analyst at Civitas Senior Living, where he assisted ownership with strategic planning, risk exposure, and identifying operational inefficiencies.

William holds a Bachelor of Business Administration in accounting and finance from Baylor University, as well as a CFA® charter. Outside of the office, he enjoys weightlifting, running, and working on cars.

Education

  • Bachelor of Business Administration degree in accounting and finance from Baylor University

Industry Designations

  • Chartered Financial Analyst®

Resources

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