TRSS Welcomes Newest Wealth Advisor

TRSS Wealth Management is proud to announce that Philip Reed is joining the team as a Wealth Advisor. Philip holds his series 7 and 66 licenses. His is able to advise on matters from retirement to complex estate planning and business succession. His practice will be almost entirely on a fee basis and exclusively as a fiduciary for his clients with a focus on business owners, executives and young professionals navigating the new financial landscape facing younger generations. Philip will also continue to work alongside Michael Reed in supporting his clients in the areas of investment management and retirement planning. 

Philip joined the practice as a Client Service Associate in 2018. He previously practiced law in Colorado in the areas of securities, mergers and acquisitions, and corporate law. Prior to law school, Philip graduation cum laude from the University of Maine with degrees in political science and financial economics while competing at the division I level in soccer. 

Philip lives in Biddeford with his wife, Maura, and two boys Thomas and Oliver. He skis, bikes, and fishes as much as possible outside of work.