WM. “WESLEY” REED III, AIF®, RFC®, RICP

Financial Coach – Texas

William Wesley Reed, III, a native of Brownsville, Texas, graduated from the University of Texas at Austin in 1975 with a Bachelor of Business Administration in Marketing.  What sets Wesley apart is his unwavering dedication to fostering trust and meaningful relationships with clients. He believes the most rewarding aspect of his work is the opportunity to educate, guide, and empower clients to make informed financial decisions. For Wesley, creating lasting connections and earning trust is not just part of the job; it’s the foundation of a fulfilling profession.