CJ Reed was born in Norfolk, Virginia, and graduated from James Madison University (JMU) in 2022 with a Bachelor of Science degree in Quantitative Finance, with minors in Economics and Mathematics.
Professional Background
CJ brings analytical expertise and a passion for client education to our team. He began his career in the financial services industry in 2021 as a summer intern with Tim Stoller, continuing throughout his senior year of college while studying for FINRA licenses. After graduating in spring 2022, he served as a support advisor before transitioning to financial planner in January 2024. CJ holds FINRA licenses (SIE, 7, and 66), the Certified Financial Planner (CFP) designation, and Life and Health insurance licenses. He particularly enjoys working with clients who are charitably inclined, committed, optimization-minded, planners, and driven. CJ’s approach to financial advising centers on education, ensuring that after every meeting clients understand what was discussed, are aware of the direction they are going, and believe in the reasons they are going in that direction from a holistic financial and personal perspective.
Community Involvement
CJ is actively engaged in the community, serving as:
- Community Service Chair for South Richmond Rotary
- Board Member of Richmond Masters Water Polo
- Member of Kingdom Advisors
Personal
Outside of professional pursuits, CJ enjoys competing in sports, trying new foods and restaurants, and participating in his church and local community. He was born to Bill and Heather Reed, and throughout his childhood his father served as a Navy pilot and his mother homeschooled CJ and his six younger siblings. In the summer of 2023, CJ married his best friend Madelyn, whom he describes as a blessing, someone who complements him perfectly. They currently live in Richmond, Virginia, where Madelyn is working toward her third degree in nursing.