Robert Reed, Jr.

Bob is dedicated to delivering comprehensive financial planning and advice, enabling his clients to live their most meaningful lives. He finds joy in building personal and long-lasting relationships, fascinated by the unique differences and financial challenges each client faces.

Bob is inspired by the sense of ease and confidence his clients develop around money, driven by the positive results of his guidance. Bob began his wealth management career in 1978 and earned his CFP® certification from the College for Financial Planning in 1981.

Before joining Mercer Advisors in 2020, he was the owner and managing partner of Personal Financial Advisors (PFA), a respected wealth management firm in Louisiana. A committed entrepreneur, PFA was the last of three financial planning services companies Bob founded.

Throughout his career, he has been actively involved in numerous civic and professional organizations, holding various board positions.

A native of Montgomery, Alabama, Bob earned a Bachelor of Science degree in business administration from the University of Alabama. Outside the office, he enjoys reading, traveling, listening to music, and spending time with his wife of 50 years and their children. Having lived in south Louisiana for decades, Bob appreciates the region’s unique culture and cuisine.