Jeanne Reed Client Service Associate

Jeanne Reed has been a client service specialist in the financial services industry since 2014 and has over 30 years’ experience as an administrative assistant. 

Jeanne is a leader with a high level of communication and organizational skills. Jeanne ensures every client has an extraordinary experience at Beyond Wealth Advisors by ensuring the office runs smoothly.  She handles incoming client calls, office visits, workflows, coordinates the advisors’ calendars, and maintains all databases and software. 

Jeanne has been married for 30 years to her husband, Doug, and has 3 children.  Jeanne also co-directs Partnership Ministries, an organization that hosts conferences, leads mission trips and partners with local churches to reach lost and hurting people.  Jeanne and her husband speak at events across the world.   

Raymond James is not affiliated with the above mentioned organizations.