Reed Stephens in Metairie, LA

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Years of Experience

This number may include years as a financial advisor, and/or experience as a registered representative.

Cash Flow Management Strategies
Charitable Giving Strategies
Executive Compensation and Benefit Strategies
Business Retirement Plans
Family Finances
Estate Planning Strategies
Insurance
Intergenerational Planning
Investments
Retirement Income Strategies
Retirement Plan Distribution
Retirement Planning Strategies
Saving for Education
Financial Planning for Small Business
Social Security Retirement Benefits
Sustainable and Responsible Investing
Tax Planning Strategies
Wealth Preservation Strategies

M.I.M., Finance & Investments - IE Business School (IE University) - Madrid, Spain
B.A., Philosophy & Logic - Dartmouth College - Hanover, NH
H.S., Honors Diploma - St. George's School - Newport, RI

Ameriprise Financial, Private Wealth Advisory, Florida & Louisiana, 2018–Present
CIE (acquired by Apollo Global Management), Private Equity Research Associate, Las Vegas, NV, 2014–2017
Cantor Gaming (subsidiary of Cantor Fitzgerald), Business & Data Analyst, Las Vegas, NV, 2011–2013

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Our parent company Ameriprise Financial is actively engaged in strategic community initiatives and philanthropy. Worth noting, Ameriprise sponsors a generous Grant Making program. For more info on this dollar-for-dollar matching offer, visit www.ameriprise.com/about/community-relations/grant-making.

Apart from Ameriprise's efforts, our independent financial advisory group supports many charities, both on a firmwide basis and as individuals. On a personal level, the following causes are of particular interest: