Reed Willett

My career in financial services began in the immediate aftermath of the 2008 financial crisis, when I joined Crews & Associates as an institutional fixed income broker. That entry point gave me an education no classroom could replicate. After just over a year, I moved to the Trading Desk at Simmons First National Bank, where I eventually became Head Trader overseeing Municipal, Corporate, and Mortgage Trading Operations. I also revived the Bank's Municipal Underwriting Desk, bringing issues that raised critical funding for rural school districts.

Since 2016, I have held various key positions with MassMutual and Coastal Wealth, one of the fastest growing MassMutual firms in the Southeast. I currently serve as Vice President of the Planning Solutions Group, where I work as an Investment Specialist focused on high net worth clients and business owners. My background on a fixed income trading desk, combined with deep experience in compliance, operations, annuities, and financial planning, allows me to approach each client's situation from multiple angles. I also serve as a frequent lecturer and speaker to our advisor team, leading education series and advanced concept sessions throughout the year.

My work centers on identifying unique opportunities and developing comprehensive financial and legacy plans designed to optimize each client's overall financial position. I specialize in advanced estate planning, charitable giving strategies, comprehensive annuity analysis across multiple carriers, and tax-efficient planning approaches. What drives me is the belief that truly exceptional planning does more than grow wealth; it protects families and preserves what matters most for generations to come.

Outside of work, I am active in my local community and committed to causes including Fruitful Field, Loaves and Fishes, and Habitat for Humanity. When I am not at the office, you will likely find me on the golf course, exploring a new restaurant, or planning my next trip.