Experience
Kevin J. Reed is a Executive Vice President and the Head of Wealth Management at Janney
Montgomery Scott LLC. He brings over 25 years of industry experience to Janney.
As head of Wealth Management, Kevin Reed leads a team of passionate professionals
that support Janney's financial advisors in providing a holistic, goals-based wealth
management experience to clients.
In his role, Kevin is responsible for the oversight of Janney's advice and solution set
that includes advisory services, cash management, investment company solutions,
insured solutions, lending, retail trading, retirement plan services, trust services, and
wealth planning services. He is also responsible for Janney Capital Management,
an independent division of Janney Montgomery Scott, which provides fee-based
discretionary investment management for individual, corporate and institutional portfolios.
Kevin is a member of Janney's Executive Committee, Risk Committee, Product Review
Committee and serves as President of Janney Trust Company.
Kevin joined Janney from LPL Financial where he supervised a team of professionals that
was responsible for the fixed income product needs of the largest independent financial
advisor force in the country. In addition, his experience includes various product roles at
firms such as AIG Advisor Group and Fiserv Securities.
Kevin holds a Bachelor of Science in Finance from Colorado State University and
a Masters of Finance from Pennsylvania State University. He is registered as a
General Securities Principal, a Municipal Securities Principal, and a General Securities
Representative with FINRA.