John Golden is a financial advisor at Golden Reed Wealth Management, LLC in Ocala, FL. He holds a Series 65 designation and has experience in insurance sales alongside his advisory role. His prior work includes positions at Canopy 360 Wealth, LLC and James Moore & Co. Golden Reed Wealth Management provides discretionary and non-discretionary asset management, retirement-plan consulting, and financial planning services. The firm’s investment approach is tailored to client goals and risk tolerances, with a distinctive focus on ERISA/pension consulting as a 3(21) advisor.

William Reed is a CFA® charterholder and holds a Series 65 license with one year of industry experience. He is currently with Golden Reed Wealth Management, LLC in Ocala, FL, and previously worked at Canopy 360 Wealth, LLC. Outside of advisory work, he is involved with Homestead Tiny Enterprises. Golden Reed Wealth Management provides discretionary and non-discretionary asset management, retirement-plan consulting, and financial planning services. The firm specializes in ERISA fiduciary advice and tailored investment approaches, with a distinctive focus on pension consulting as a 3(21) advisor.