Tupelo, MS logo

Tupelo, MS Office

Team
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Hardy Reed, LLC logo

Hardy Reed, LLC

Team

Firm-wide stats for Hardy Reed, LLC

Total advisors

13

Across 3 offices

Clients per advisor

27 Very Low

Avg AUM per client

$4,636,444 Very High

HNW client ratio

58% Very High

About

Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals (including high-net-worth clients), trusts and estates, pension and profit-sharing plans, and charitable and corporate entities. The firm also offers fiduciary consulting and pension advisory services in addition to traditional portfolio management and financial planning engagements.

The firm typically constructs discretionary portfolios concentrated in mutual funds and ETFs, employs fundamental analysis, and generally favors a long-term investment horizon while using Separate Account Managers for certain mandates. Hardy Reed supplements portfolio management with tailored financial plans, and uses a third-party platform and an order management system to manage held-away retirement and participant accounts and to support tax-efficient asset location and rebalancing.

Hardy Reed discloses and promotes a CEFEX® certification and offers CEFEX preparation and fiduciary training as part of its service set, a third-party certification and advisory-related rating that is uncommon among similar team firms. The firm also commonly recommends Fidelity for custody and execution and discloses receipt of institutional technology, research and support from that provider, which may influence its platform recommendations.

Based on Hardy Reed, LLC

Expertise

Wealth management

Based on Hardy Reed, LLC

Location

101 S. Front Street

Tupelo MS 38804

Advisors at this office

8

Advisors at this office

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Anthony S

Series 65

Tupelo, MS

Hardy Reed, LLC

Anthony Savage is a financial advisor at Hardy Reed, LLC in Tupelo, MS, with three years of industry experience. He holds a Series 65 designation and has prior work experience including time at Renovations of Mississippi and Response Services. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, as well as charitable and corporate entities. The firm typically constructs discretionary portfolios focused on mutual funds and ETFs, employs fundamental analysis, and favors a long-term investment approach while using Separate Account Managers for certain mandates.

Wealth management
user avatar

Steven Paul H

Series 65

Tupelo, MS

Hardy Reed, LLC

Steven Paul Hyland is a financial advisor with Hardy Reed, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Hardy Reed, he held various roles including positions at several Methodist churches and academic institutions. Outside of his advisory work, he is a limited partner in a farming venture. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and charitable entities. The firm emphasizes discretionary portfolios focused on mutual funds and ETFs, employs fundamental analysis, and offers fiduciary consulting alongside traditional portfolio management.

Wealth management
user avatar

George R

Series 63, Series 65

Tupelo, MS

Hardy Reed, LLC

George Reed is a financial advisor at Hardy Reed, LLC with 23 years of industry experience. He has been with Hardy Reed since 2011. Outside of advising, he serves as Treasurer on the Board of Directors for RW Reed Co., is a board member of Reed Manufacturing Co., and chairs the board of the Stonewater Adolescent Recovery Center. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and charitable entities. The firm emphasizes discretionary portfolios mainly in mutual funds and ETFs, employs fundamental analysis, and integrates fiduciary consulting and CEFEX® certification as part of its offerings.

Wealth management
user avatar

Grantham H

Series 65

Tupelo, MS

Hardy Reed, LLC

Grantham Hill is a financial advisor at Hardy Reed, LLC with the Series 65 designation and one year of industry experience. Prior to joining Hardy Reed, he worked at Renasant Bank and Cadence Bank. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, as well as charitable and corporate entities. The firm employs a long-term investment approach centered on discretionary portfolios of mutual funds and ETFs, supplemented by tailored financial plans and fiduciary consulting.

Wealth management
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Brandy S

Series 65

Tupelo, MS

Hardy Reed, LLC

Brandy Stanford is a financial advisor at Hardy Reed, LLC with a Series 65 designation and two years of industry experience. Prior to joining Hardy Reed, she worked at Renasant Corp for 13 years. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, and charitable and corporate entities. The firm focuses on discretionary portfolios primarily composed of mutual funds and ETFs, employs fundamental analysis, and often utilizes Separate Account Managers, while supplementing portfolio management with tailored financial plans and fiduciary consulting.

Wealth management
user avatar

Anita G

Series 63, Series 65

Tupelo, MS

Hardy Reed, LLC

Anita Giglio is a financial advisor at Hardy Reed, LLC in Tupelo, MS, with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hardy Reed since 2011. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, and charitable and corporate entities. The firm emphasizes fundamental analysis, employs a long-term investment horizon using mutual funds and ETFs, and offers fiduciary consulting alongside portfolio management.

Wealth management
user avatar

Frank R

Series 65

Tupelo, MS

Hardy Reed, LLC

Frank Riley Jr. is a Series 65-licensed advisor at Hardy Reed, LLC with five years of industry experience. He has been with Hardy Reed since 2020 and is also a Research Associate III at Mississippi State University’s John C. Stennis Institute of Government and Community Development, where he engages in business development activities. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and corporate entities. The firm utilizes fundamental analysis to construct discretionary portfolios primarily composed of mutual funds and ETFs, emphasizing long-term investment strategies and fiduciary consulting.

Wealth management
user avatar

Richard H

CFP®, Series 63, Series 66

Tupelo, MS

Hardy Reed, LLC

Richard Hill is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He has been with Hardy Reed, LLC since 2011. Outside of his advisory work, he serves as a high school football official. Hardy Reed, LLC provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and charitable and corporate entities. The firm employs a long-term, fundamental analysis approach and offers fiduciary consulting along with traditional portfolio management.

Wealth management
View complete list of advisors at this office
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