The Team

Check the background of these financial professionals on FINRA’S BrokerCheck.

Scott Reid

Creating a financial plan, selecting investments, and choosing insurance can be overwhelming for many people.  This can lead to sleepless nights and worry.   I don’t want that for you.  Rather, my desire is that you experience a life of deep satisfaction, hope, and a mind of ease.  You deserve to work with a financial professional who can help you identify meaningful goals and create strategies to accomplish and support those goals. I founded Reid Financial in 2007 to help individuals and organizations do just that. 

I’ve been helping clients since I began as an advisor with the MassMutual Financial Group in 2001.  I served as the Investment Specialist from 2001-2004 at the Memphis agency, where I designed investment portfolios and conducted agency investment training.  Prior to embarking on my career as a financial advisor, I spent time in a family business, college campus ministry, and the Illinois Army National Guard.  I earned a B.S. in Corporate Communication from Northern Illinois University in 1993. I married Lisa in 1997, and we have three adult children.

If you’re ready to have a financial plan that supports the life you want to create, contact us now so we can schedule a free consultation. 

Thank you for visiting us today!

Lisa Reid, MBA

If you could create your ideal life, what would that look like?  What would your goals be?  Do you have a financial plan to support those goals?  If not, you may end up with regret.  I don’t want that for you.  My hope is that you experience an inspired, thriving, adventurous and meaningful life.  You deserve to work with a financial professional who can help you identify your goals and implement a financial plan to support those goals.  I joined Reid Financial in 2021 to help clients do that.

In addition to the financial services licenses (Series 7 & Series 66), I hold an MBA in Management from Christian Brothers University and a BSBA in Accounting from Union University.  I am a Certified Clinical EFT (Emotional Freedom Techniques, a.k.a. Tapping) Practitioner, and I hold multiple fitness certifications from the American Council on Exercise.

Prior to joining Scott at Reid Financial, I served as the Accounting Manager for the YMCA of Memphis & the Mid-South, and I homeschooled our three children for 10 years.

My ideal life includes helping people set and accomplish their goals.  Contact us for a free consultation if you would like help with your goals.

Thank you for visiting us today!