Nic Reed (CFP®)
Nic Reed focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Charitable Giving
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- AUM
- Baby Boomers
- Charitable Giving
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Nic specializes in comprehensive tax planning, cash flow modeling, and retirement distribution strategies.Additional Information
Nic Reed is a Wealth Advisor and Partner at Capstone Financial Advisors. His firm offers fee-only financial planning, tax planning, tax preparation, and investment management. Nic is a CERTIFIED FINANCIAL PLANNER® and is always looking for new relationships.
Nic and his family are located in the Nashville area, where he opened an office for Capstone in Brentwood, TN.
Being active in the community is important to Nic. He serves on Nashville's Associate Board of Directors for Ronald McDonald House Charities.
Nic and his wife, Abby, have an (*almost) two-year-old daughter named Beverly. They enjoy traveling, being with friends, and serving at Way Church.
NAPFA Start Date
May 07, 2025
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