Reid began his career in the financial services industry in 2013, when he joined Saturna Capital working in Investor Services and Operations. Prior to joining IFC, Reid served as a Registered Associate at Morgan Stanley, helping to service high net worth households. Throughout his career, Reid has focused on retirement strategies and holistic financial planning. His main goal is to help individuals visualize their current financial state and realize their financial goals. Reid holds his Series 65 Securities License. He also has a BA in Business Administration and an MBA from Western Washington University.