Matthew R. Reed

Financial Advisor

Matthew has been in the financial services industry since he started with Wells Fargo and then moved on to Principal in 1999.  He focuses on offering financial strategies to individuals and families who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement.  Matthew also provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their families.  His mission is to build and maintain long-lasting, meaningful relationships with clients as he works with them to prepare financially for the major events in life, while guiding and supporting them down the path toward their financial future.

Matthew began his financial services career in 1992 after graduating from the University of South Florida with a degree in economics. He earned his Florida 2-15 Life, Health and Variable Annuities license along with his FINRA Series 6, 7, and 63 securities registrations. 

Matthew resides in Lutz, FL with his wife, Aimee and their two sons Aidan and Sawyer. His hobbies are spending time with his family and they enjoy outdoor activities like hiking and exploring. He also enjoys doing CrossFit with his wife. Being originally from St. Louis, Missouri he is a long-time fan of St. Louis Cardinals, St. Louis Blues and Kansas City Chiefs. He does root for the Tampa Bay Lighting, Rays and Buccaneers as well. 


Phone 813 872-5857
Fax 813 872-5899