Reed Davis, CFP^®

Designations and licenses

Reed is a CERTIFIED FINANCIAL PLANNER™ professional and maintains life, health and annuity insurance licenses.

Experience and education

Reed specializes in providing comprehensive wealth management solutions for business owners, executives and high-net-worth families. Prior to joining Mariner, he served as founder & CEO of Latitude Planning Group, a comprehensive financial planning firm serving high-net-worth families and business owners.

He has a bachelor’s degree in political science with a minor in business from Arizona State University. He is a member of the Financial Planning Association of Greater Phoenix.

Personal interests

Reed is a member of the Active 20-30 Club of Phoenix, a group dedicated to supporting underprivileged youth in the Phoenix area.

Reed’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.