Employees of Personal Financial Advisors come from various educational and experiential backgrounds. Besides providing our clients with the utmost level of service, we are parents of children, volunteers for non-profit entities, and involved citizens in our communities. In other words, we practice what we preach to our clients: True happiness comes from giving back more to society than we are receiving.
Our unsurpassable work ethic is derived from following the Certified Financial Planner Code of Ethics, the Certified Financial Planners Board of Standards Practice Standards, and the National Association of Personal Financial Advisors' Fiduciary Oath.
We use state-of-the-art technology to support our clients' needs and to communicate effectively and frequently with our clients.
Robert J. Reed, CFP®
Robert J. Reed has been providing financial and estate planning services to individuals and businesses since 1978. He earned his bachelor’s degree from the University of Alabama in 1971. He has been licensed to use the Certified Financial Planner certification since 1981. Bob is a member of the National Association of Professional Financial Advisors (NAPFA), the fee-only financial planning organization. He was one of the first NAPFA members in Louisiana. Bob continues to champion the Fee-Only financial planner certification mark designed to reduce consumer confusion about the identity of true Fee-Only financial planners.
He has contributed to articles for Money magazine and other financial publications. He was cited as “one of the most qualified financial planners in the United States” in Money magazine in 1987 and 1988, and in Worth magazine’s list of top financial planners in 1997 and 1998. Medical Economics has chosen Reed for their listing of “America's Best Financial Advisors”. He was named one of America's "Top Wealth Managers" by Bloomberg magazine in 2002 and 2003. He is a life member of the National Registry of Who’s Who.
Throughout his career Bob has held Board positions for numerous civic and professional organizations. A native of Montgomery, Alabama, Bob and his wife Camille have two adult children, Olivia and Bryson.
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Kimberly Crawford is the Director of Operations for Personal Financial Advisors. She assists in the processing and tracking of many types of account activity including account establishment, maintenance, transfers, day-to-day client account requests as well as providing general office support.
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Greg Dennie is the Client Service Specialist for Personal Financial Advisors. He works in the operations side of the business and supports the advisors whenever assistance is needed.
Greg is a 2011 graduate of Louisiana State University He earned a Bachelor's of Science in Sport Administration, along with a minor in Business Administration. While enrolled at LSU he served as Treasurer of the Student Organization for Sport Management for two semesters. He also was a member of the Phi SigmaTheta National Honor Society and made the College of Education's Dean's List three out of four eligible semesters. After graduating he gained experience working in the accounting, construction, medical and insurance industries before joining PFA in 2015. Finance has always been a major interest of his and something he strives to learn about every day. He is excited to be involved with such a great team and looks forward to growing his career here at Personal Financial Advisors.