Logan J. Reed, CFP®, CEPA®, CIMA®, CLU®, AIF®
As a graduate of Providence College, Logan is a 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 holds Series 6, 7, 63, and 65 registrations through LPL Financial, as well as Life, Health, Long Term Care, and Disability insurance licenses.
Over the course of his career, Logan has been recognized for his financial acumen and client-centric approach, landing on a number of top performer lists including Forbes “Top Next-Gen Wealth Advisors” in 2019, 2022, and 2023, Forbes “Best-In-State Wealth Advisors” in 2018, 2023, 2024, and 2026.
Logan’s passion is evident through his dedication to learning and sharing his knowledge to help best serve his clients and peers. Prior to launching Thimble Island Private Wealth, he served as Executive Vice President of Wealth Management and was a member of both Janney’s Financial Advisory Council and Financial Planning Committee.
Beyond his professional achievements, Logan is an active participant in his community. He has previously served as Treasurer for the Branford Community Foundation and director of the Branford Rotary. Logan has also volunteered as a member of Professional Advisory Board of the Greater New Haven Community Foundation and the finance committee for St. Therese Church.
When not serving his clients or his community, you might find Logan spending time with friends and family or a golf course. He and his wife 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.