Logan J. Reed, CFP®, CEPA®, CIMA®, CLU®, AIF®
Over the course of his career, Logan has earned recognition for his financial expertise and client-focused approach, receiving honors including Forbes “Top Next-Gen Wealth Advisors” in 2019, 2022, and 2023, as well as Forbes “Best-in-State Wealth Advisors” in 2023, 2024, and 2026.*
Logan is deeply committed to continuous learning and sharing his knowledge to better serve both clients and peers. He has been featured and quoted in publications including The Wall Street Journal. Prior to founding Thimble Island Private Wealth, Logan served as Executive Vice President of Wealth Management and was a member of Janney’s Financial Advisory Council and Financial Planning Committee.
A graduate of Providence College, Logan holds several distinguished professional designations, including Certified Financial Planner™ (CFP®), Certified Exit Planning Advisor (CEPA®), Certified Investment Management Analyst® (CIMA®), Chartered Life Underwriter® (CLU®), and Accredited Investment Fiduciary® (AIF®). He also maintains Series 6, 7, 63, and 65 registrations through LPL Financial, along with Life, Health, Long-Term Care, and Disability insurance licenses.
Beyond his professional accomplishments, Logan remains actively involved in his community. He previously served as Treasurer of the Branford Community Foundation and as a Director of the Branford Rotary Club. He has also volunteered on the Professional Advisory Board of the Greater New Haven Community Foundation and the Finance Committee of St. Therese Church.
Outside of work and community service, Logan enjoys spending time with family and friends and can often be found on the golf course. He and his wife, Elise, live in Branford with their two daughters.
The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.