Nic Reed, CFP®
Wealth Advisor
Nic is a Wealth Advisor at Capstone. Helping his clients pursue their goals starts with developing deep relationships.
Invested in your future
For Nic, financial planning isn’t just about the numbers. It’s about making sure his clients are informed and feel comfortable throughout the entire process. Financial planning isn’t a one and done thing. It’s a continuous process, and he views himself as a valued partner.
Building community
Nic is on the Board of Directors for Athletes for a Better World (ABW) and also enjoys volunteering in his church’s children’s ministry. In his free time, he enjoys time with his friends, playing sports and traveling. He and his wife Abby are expecting their first child.
Graduating from Olivet Nazarene University in 2020, Nic had a double major in Economics & Finance and Marketing with a concentration in Financial Planning. He was a member of the McGraw School of Business Investment Committee and president of the Student Athlete Advisory Committee.
Nic's Perspectives