Philip B. Reed
Wealth Manager Advisor
Philip and his wife, Barbara Reed, became affiliated with Flagship Wealth Advisors in 2018, after many years working as independent brokers with Royal Alliance Associates, Inc. Prior to partnering with Flagship, the couple provided financial planning and wealth management services to clients through Reed Financial Group in Chatham, Cape Cod, Massachusetts, which Phil founded in 1992.
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.*
Phil and Barbara share the Flagship commitment to providing highly personalized service to a broad base of clients—often multiple generations. “As independent advisors, we are able to offer products and services which best meet the individual needs of our clients,” Phil says. “We treat our clients like family.”
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 he engaged in 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 YMCA, the greater Boston YMCA, Glover Memorial Hospital, Christ (Episcopal) Church, St. Christopher's Church, and the Creative Arts Center Phil enjoys golf, tennis, skiing, and choral singing.
*The Masters 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.