People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Jacqueline Reed

Senior Tax Administrator

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Jacqueline is a Senior Tax Administrator at the Colony Group. She supports a team of tax services professionals, helping the team manage over 1,000 individual, trust, and foundation tax returns.

Prior to joining the Colony group Jacqueline worked as an Account Specialist for New Balance where she supported the Military Sales Channel.  Jacqueline graduated from University of Massachusetts Dartmouth and enjoys strength training, singing, cooking, and her English Bulldog, Flex.