Wes Reed brings over 28 years of experience in the financial services industry, delivering thoughtful, unbiased advice to both individuals and businesses. He joined Three Magnolias Financial Advisors in 2009, after beginning his career in 1997 with Wheat First Butcher Singer, where he spent 12 years advising a wide range of clients.

Throughout his career, Wes has helped clients navigate significant financial events such as retirement, wealth transfers, inheritance planning, and money manager selection, while also developing comprehensive investment strategies. He has also worked closely with corporate clients on the design and implementation of 401(k) and Profit-Sharing Plans.

At Three Magnolias, Wes continues to provide strategic long-term planning and creative financial solutions. Being part of an independent advisory firm allows him to remain fully focused on what matters most: his clients’ best interests.

Wes earned a B.A. from Wake Forest University in 1991. Before entering the financial industry, he spent six years helping manage his family’s successful retail business in Winston-Salem.

He serves as the Compliance Officer for Three Magnolias Financial Advisors and is a registered representative with Private Client Services. Wes holds FINRA Series 7, 24, 63, and 65 registrations, along with Insurance licenses.

Outside the office, Wes is an accomplished golfer who has won his club championship, a licensed private pilot, enjoys fishing, and consults to an aviation-related business. He lives in Winston-Salem with his wife, Elaine, and their daughter, Jeannie.