Broker Check
Spencer Reed

Spencer Reed

Partner

Spencer joined Bosch Financial Inc. in 2021 and has been a Financial Consultant with Equitable Advisors since March 2018. Spencer grew up in Oskaloosa, Iowa where he graduated from Oskaloosa High School in 1996, then attended Marshalltown Community College and played baseball for the Tigers.  Spencer went on to attend the College of Oceaneering in San Pedro, CA, and worked as a commercial diver before returning to school and earning a degree in Geography from University of Iowa.

Spencer chose Bosch Financial and Equitable because there is a culture of learning, teaching, and leading. Spencer's goal was to work with industry leaders, this includes colleagues and clients. He feels privileged to serve the best learners and leaders. Spencer’s specialties lie in providing Comprehensive Financial Analyses with a concentration on Pension Planning and Tax Efficient Savings strategies for educators and entrepreneurs. Spencer is passionate about providing solutions for his client's unique situation and creating customized strategies that align with his client's unique values, beliefs, and goals.

Spencer lives in Cedar Rapids with his wife, Virginia, and their two daughters, Veda, and Jovi. They enjoy hiking in the woods, reading books, and riding bikes together.

To schedule a meeting with Spencer, click here: calendly.com/spencer-reed

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Bosch Financial, Inc. is not owned or operated by Equitable Advisors, LLC or its affiliates.