Patrick Reed is a Raymond James financial advisor for Peoples Investment Services with over 10 years of experience in the financial services industry. He earned his bachelor’s degree in business administration with a concentration in Finance from the University of Arkansas.
In his role, Patrick helps clients navigate through decisions surrounding retirement and long-term planning needs. He utilizes state of the art planning tools to help ensure clients are well positioned to achieve their goals. He constructs portfolios with efforts to minimize risk and to seek to minimize inflation. He develops spending plans for clients designed to enhance their outlook after retirement.
Patrick has served in previous roles as trust advisor and senior client advisor advising families, businesses and non-profits. He is a Certified Financial Planner® professional and holds Series 7 and 66 securities licenses.
Patrick is a proud father to his sons, Benjamin, Jack and his daughter, Sophie. He and his wife, Rachel, reside in Vienna, West Virginia with their children. Patrick enjoys hiking and racquetball when he is not chasing his children.
Professional credentials
- Series 7 and 66 Securities Licenses
- Ohio & WV Life and Health License
- Certified Financial Planner® Professional
Commitment to community
- Peoples Bank Market Team Leader
- Humane Society and United Way Supporter
- Habitat for Humanity Volunteer
Corporate bio
Peoples Bancorp Inc. ("Peoples") is a diversified financial services holding company that makes available a complete line of banking, trust and investment, insurance, premium financing and equipment leasing solutions through its subsidiaries. Peoples is a publicly traded company (Nasdaq symbol: PEBO).
Headquartered in Marietta, Ohio, since 1902, Peoples serves customers across Ohio, West Virginia, Kentucky, Virginia, Washington D.C., and Maryland. Guided by our vision to be the Best Community Bank in America, we currently manage over *$3.7 billion in assets under administration and management, including brokerage, trust and retirement.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
*As of 5/31/2025