Nic Reed, CFP®
Wealth Advisor | Partner
Nic Reed, CFP® is a wealth advisor and partner at Capstone. Helping his clients pursue their goals starts with developing deep relationships.
“I approach my work with a focus and determination to be the best I can be each and every day,” he says.”
Invested in your future
For Nic, financial planning isn’t just about the numbers. It’s about making sure his clients are informed and feel comfortable throughout the entire process. Financial planning isn’t a one and done thing. It’s a continuous process, and he views himself as a valued partner.
“My most important role with Capstone is ensuring our clients thoroughly understand their financial plan while I use my knowledge and experience to optimize their situation, “ Nic says.”
Building community
Nic serves on the Associate Board of Directors for Ronald McDonald House Charities (Nashville). He also volunteers on the Board of Directors for Athletes for a Better World (ABW). Nic and his wife, Abby, enjoy building community through serving at their home church in Nashville, TN. He and his wife are happy parents to their daughter, Beverly.
Nic is a CERTIFIED FINANCIAL PLANNER™ certificant and a member of the National Association of Personal Financial Planners (NAPFA). Graduating from Olivet Nazarene University in 2020, Nic left with a double major in Economics & Finance and Marketing with a concentration in Financial Planning. While in school, he was a member of the McGraw School of Business Investment Committee and President of the Student Athlete Advisory Committee. Nic was also a member of the men’s basketball team during his time at Olivet, and recently had his jersey retired by the university.
Nic's Perspectives
