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Evan Watson

Evan Watson

Investment Analyst
ewatson@reed-financial.com

Evan Watson is a Research Analyst and Trader for Reed Financial Services. Evan is primarily responsible for compiling and organizing research regarding economics and investments. He also tracks the performance and implementation of the portfolios. Through guidance with the investment team, Evan selects topics for analysis and review.

Evan joined Reed Financial Services in April of 2017. Prior to being with Reed Financial Services, Evan worked in the industry as an intern which then turned into a full time position. In that position he gained experience in all aspects of the business from working with clients to investment research.

Evan enjoys working with the rest of the team to achieve a common goal of providing financial services to the client. He works closely with the investment team with tracking down ideas and research to answer questions that may arise internally or from the clients. He spends time looking at economic developments as well as market data to stay aware of the changing environment. Evan also reviews any topics with the team at the monthly Investment Committees. Additionally, Evan assists in trading the portfolios.

Evan holds a Bachelor of Business Administration in Finance from Cleveland State University. He will begin work on his Masters in the fall of 2017. Outside of work, Evan enjoys spending his time with friends and family. His spare time is usually spent watching sports and being outdoors.

Check the background of this investment professional on FINRA's BrokerCheck.

 

Cathleen Pegg

Cathleen Pegg

Client Relations Paraplanner
cpegg@reed-financial.com

Cathleen Pegg joined the Reed Financial Services team in April 2018 as our Client Relations Paraplanner. In her role, Cathleen assists clients with their immediate account and short-term service needs, while supporting the long-term comprehensive financial planning process to help empower clients to reach their goals and dreams.

Cathleen brings 13 years of industry experience in financial planning, advising, operations and client relations roles. Cathleen has always valued building strong client relationships and enjoys being on a team that is committed and enthusiastically goes the extra mile for the client.

Cathleen graduated from Kent State University with a Bachelor of Business Administration and minor in Accounting. She has earned her Series 7, Series 63 and Ohio Life, Accident and Health licenses and carries the Chartered Retirement Planning Counselor designation from the College for Financial Planning.

Cathleen enjoys being with family and friends, taking long walks, reading, painting pictures, listening to music and watching a good movie. She served for 4 years in the Ohio Military Reserve, the Disaster Relief Unit of the National Guard and appreciates volunteering whenever possible.

Check the background of this investment professional on FINRA's BrokerCheck.