Abby Reed is Co-CEO of Reed Financial Group and a financial advisor with a fiduciary responsibility. Abby works with individuals and families to protect, grow, and transfer wealth as they move through their career and into retirement — the period when financial decisions carry the most weight and there is no room for error.
She specializes in helping clients navigate the complexity that comes with a lifetime of accumulated assets: coordinating retirement income across multiple account types, minimizing tax exposure on distributions, and structuring wealth so it lasts not just through retirement, but for the next generation. Abby takes the time to understand each client's full financial picture — their goals, their concerns, and the legacy they want to leave — then builds a comprehensive, tax-efficient strategy tailored specifically to them.
As an Investment Advisor Representative, Abby holds a legal fiduciary responsibility to act in her clients' best interests — a responsibility she takes seriously. She holds a BA in Finance from Kennesaw State University and is one of fewer than 300 Ed Slott Master Elite IRA Advisors nationwide, continuously training under America's IRA expert, Ed Slott, on the latest tax, distribution, and legacy planning strategies.
Abby is also a trusted voice in Atlanta media on a wide variety of financial topics, with regular appearances on Atlanta News First, ATL Live, Channel 2, 11Alive, and on her YouTube channel.
Outside the office, you'll find Abby cheering on the Braves, playing pickleball, or volunteering with animal rescue organizations. She lives in Buford, GA with her rescue dog, Zoey.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
Membership to Ed Slott’s Master Elite IRA Advisor Group™ was granted on (insert date received). Ed Slott’s Master Elite IRA Advisor Group™ is solely an indication that the financial advisor has attended training provided by Ed Slott and Company, maintained an Elite IRA Advisor Group membership for two or more years, passed bi-annual examinations on material covered at conferences and in webinars and met other membership requirements and does not constitute an endorsement of any kind. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™. Membership does not guarantee investment success.