Dave Reed, Social Security Planner

Dave Reed is a highly respected Financial Advisor at Gaddis Premier Wealth Advisors in Texas, bringing nearly two decades of experience in the financial services industry. A graduate of Southeastern Oklahoma State University, Dave began his career in sales and management before transitioning to finance in 2005 with Edward Jones. His journey continued with a 7 ½ year tenure at Landmark Bank, where he honed his skills in investment strategy and client relations. In 2017, Dave founded Premier Investment Advisors, which has since merged with Gaddis & Gaddis to create Gaddis Premier Wealth Advisors.

As a holder of the NSSA® designation in Social Security planning, Dave Reed brings specialized knowledge of Social Security planning to every client relationship.

Holding the AIF® designation from fi360, Dave specializes in organizing, formalizing, implementing, and monitoring customized financial plans for individual investors and 401(k) plans. His approach is client-centered, focusing on identifying personal goals, strengths, and opportunities, culminating in detailed Investment Policy Statements. Additionally, as a National Social Security Advisor Certificate (NSSA) holder, Dave is equipped to assist clients in optimizing their Social Security income, ensuring they make informed decisions on when to start benefits.

Dave's commitment to the community extends beyond his professional life; he has served on the board of the Denison Boys & Girls Club and is an active member of Victory Life Church. He is also a proud family man, celebrating 33 years of marriage to Mindy Reed and supporting their two accomplished daughters.

At Gaddis Premier Wealth Advisors, Dave is not just a partner; he is the CEO, dedicating his expertise to help clients navigate their financial futures with confidence. If you're looking for a knowledgeable, reliable, and community-oriented financial advisor in Texas, Dave Reed is here to guide you toward financial success and security.

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