W. Craig Reed
Director of Research

Telephone: (615) 369-1425  |  Fax: (615) 850-8085  |  E-Mail Address: click here  

Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP^®
CFA^® (Chartered Financial Analyst)
CIMA^® (Certified Investment Management Analyst)
COA^® (Certified Option Advisor)
Registered Securities Representative
Licensed Insurance Agent

Craig joined TrustCore in 1998, after beginning his financial career as an assistant equity analyst with a national brokerage firm. He became Principal with the firm in 2003.

Craig's clients include retirees, executives, physicians and small business owners. Through training, experience and credentials, Craig is exceptionally qualified in the evaluation and development of strategic plans for executive stock option packages. He also has extensive experience with 401k plans, foundations and endowments. In addition to his financial planning practice, Craig leads the TrustCore Research Department. Under his guidance, the research team has developed the rigorous standards used to create the TrustCore Select Fund List.

Craig takes personal responsibility for creating plans unique to each client. He is especially adept in developing investment portfolios, as well as strategies for tax planning and retirement income. Craig and his father, Roger Reed, partner for a team approach. In order to provide a personal, "hands on" experience, Craig and Roger are selective in the addition of clients each year. 

Craig holds the distinguished Chartered Financial Analyst (CFA^®) designation. He is also one of 4,900 individuals in the U.S. and Canada to earn the title of Certified Investment Management Analyst (CIMA^®). He holds the Investment Strategist Certificate awarded by the Investment Consultants Association (IMCA^®).

In addition, Craig is a CERTIFIED FINANCIAL PLANNER™ Practioner, Certified Option Advisor (COA^®), Registered Representative and Licensed Insurance Agent. He is a member of the CFA Institute, the Nashville Society of Financial Analysts, the Financial Planning Association of Middle Tennessee and the Investment Management Consultants' Association. Craig is a graduate of Baylor University.

A native middle-Tennessean, Craig and his wife live in Brentwood, TN with their three children. He is a life-long member of Brentwood Baptist Church and a charter member of the Brentwood Morning Rotary Club. Craig enjoys golfing, coaching his son's ball team and spending time with his family. He is an avid college sports fan.