Bobby Reed: Financial Planning & Investments

Helping Families Invest Wisely & Retire Confidently. I’m Bobby Reed, born in Tulsa and raised in Owasso, Oklahoma.

My wife, Liz, and I are raising four active kids, and faith & family is at the center of everything we do. My professional journey began after playing collegiate baseball at the University of Arkansas at Little Rock, where I learned discipline, teamwork, and resilience—values that continue to guide my work today. After time in the business world and 14 years in vocational ministry, a significant p

ersonal health journey gave me firsthand insight into the real-world impact of health insurance and financial planning. Today, I help individuals and families bring clarity to their financial lives through coordinated insurance and investment planning. I hold Series 7 and Series 66 investment licenses and work as an independent advisor, specializing in retirement income planning, investments, Medicare, life insurance, disability insurance, and risk management. My approach is relational and process-driven, focused on education, alignment, and long-term confidence—helping clients make informed decisions at every stage of life

Bobby Reed offers products and services using the following business names: Midtown Wealth Management– insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org) – securities and investments. AIC is not affiliated with Midtown Wealth Management name or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC or its representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this social media page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

05/22/2026

Stay safe green country.

05/20/2026

Proud dad moment — my son just graduated!

As young adults head into college or begin their careers, one financial habit can make a major long-term impact: starting a Roth IRA early. Time and compounding are powerful allies.

Here is a great article that explains in further detail what a Roth IRA is:

https://investor.vanguard.com/investor-resources-education/article/benefits-of-a-roth-ira?utm_source=chatgpt.com

As an investment advisor, I’m passionate about helping young people build a strong financial foundation through the choices they make today.

If you’d like help understanding how a Roth IRA works or getting started, you can book a time here:
https://calendly.com/reedmwm/30min

05/13/2026

There’s a greater chance of a disruption of income than a permanent loss of income.

As a financial planner and investment advisor, evaluating these things is the first step in the process.

Text me to set up a quick chat to see if I can assist you:

918-215-2580

05/09/2026

Beautiful morning at Reed Ranch.

To my friends in Skiatook, Collinsville, Owasso, and Claremore that received the terrible hail storm I’m sorry you experienced it 😞 (thankfully it missed our property by a few miles) but you should probably get your roof inspected.

I am not a roof inspector or own a roofing company, but I have several clients and friends that do and I can get you the contact with them.

The area is going to be overwhelmed with shady and fake contractors (already door knocking people last night, freaking slimeballs) who know that humans don’t like conflict and will talk fast in an effort to get you to agree to something. You want resolution, they want your money and or insurance companies $

Don’t do that!

If you need a trustworthy person to take a look at your situation for FREE, text me if you have my #, DM if you don’t.

04/23/2026

The government doesn’t care that you’re the parent once your kid turns 18.

That’s why these 4 documents matter more than most parents realize:

1. Medical Power of Attorney.

Lets you make medical decisions if they’re incapacitated. Without it, doctors may tell you nothing.

2. HIPAA Authorization.

Lets hospitals share their medical information with you. Without it, you’re blocked.

3. Financial Power of Attorney.

Lets you access accounts and pay bills if they can’t. Without it, you’re stuck.

4. A Simple Will.

Yes, even at 18. It directs their assets and can spare your family extra legal headaches.

Takes 30 minutes. Could save your family from a mess.

Morris Ratcliff Law is who will be helping us with this.

Saving for College with a 529: 5 Costly Mistakes to Avoid

04/15/2026

https://www.schwab.com/learn/story/saving-college-5-costly-mistakes-to-avoid?cid=34673803-1174031-249128859-436877669&dclid=CJ7dxKfG8JMDFdnsGAIdvog3dQ&gad_source=7&gad_campaignid=23390669171

Good article on College savings plans.

DM or text me at 918-215-2580 if you want to discuss your plan.

Saving for College with a 529: 5 Costly Mistakes to Avoid A 529 college savings plan offers many advantages, but it can come with some potential pitfalls. Here are five mistakes to avoid.

How Life Insurance Helps When Financial Priorities Change

04/08/2026

Financial priorities evolve over time—how prepared are you for those changes?

As your life shifts from season to season, year to year, your financial plan should adapt. Life insurance plays a key role in this ongoing process, offering stability and security when your priorities shift.

Are you ready for a second opinion on your life insurance coverage?

I’m here to help you navigate the changes in your financial life and ensure your coverage aligns with your current needs.

Let’s connect:
Text or call me at 918-215-2589 for a personalized review.

How Life Insurance Helps When Financial Priorities Change Life doesn’t always unfold the way we planned in our 30s. Mortgages last longer, adult kids still need support, careers shift and health becomes a bigger part of the picture. That’s why flexible life insurance is important. It helps protect your family through both expected plans and unexpected ...