Mindy Reid

Mindy Reid, CFP®, BFA™, CRPC™, APMA™, CKA®, CLTC®

Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER™

Mindy Reid is a CERTIFIED FINANCIAL PLANNER^® with Elite Advisors Collective, with over 26 years of financial advisory experience. At Elite Advisors Collective, we want to help you increase your confidence, purpose and success with your financial future. Our purpose is to position you to make better, more informed financial decisions by combining comprehensive financial planning and a disciplined approach to investment management.

Mindy and her husband value spending time with their son, Jackson, and their daughter, Lily. They also value spending time with their extended families and friends and in helping at local charities. Mindy finds great joy in teaching students at Wayzata High School; educating them in the career search process and independent money management.

Areas of focus

Investments
Tax Planning Strategies
Wealth Preservation Strategies
Retirement Planning Strategies
Estate Planning Strategies

Qualifications

CFP® – CERTIFIED FINANCIAL PLANNER™
BFA™ – Behavioral Financial Advisor™
CRPC™ – Chartered Retirement Planning Counselor™
APMA™ – Accredited Portfolio Management Advisor™
CKA® – Certified Kingdom Advisor®
CLTC® – Certified Long Term Care®

Education

Bachelors Degree in Biology – University of Colorado, Boulder, CO
Masters Degree work in Education – University of Minnesota, Minneapolis, MN

Awards & Recognition

Five Star Wealth Manager, 2013-2017, 2019-2023

Professional Associations

Community Participation

363 Days Food Program
Interfaith Outreach & Community Partners
Plymouth Covenant Church
Juvenile Diabetes Research Foundation
Loaves and Fishes
Wayzata High School

Interests

My husband and I value spending time with our son, Jackson, and our daughter, Lily. We also value spending time with our extended families and friends and in helping at local charities. I find great joy in teaching students at Wayzata High School; educating them in the career search process and independent money management.