Reid Monk, CFP®

Wealth Planning Associate
Office: 781-314-1300 | Direct: 781-907-7371

Prior to joining Ballentine Partners, Reid worked as a Financial Planning Assistant for Groth & Associates of Ameriprise Financial Services. In that role, Reid assisted the two advisors in his firm by researching investments and wealth planning strategies, and preparing reports for investments, insurance policies, and annuities held in client accounts. In addition, he has experience preparing tax returns for H&R Block and had an internship at TIAA in Investment Marketing while in college. He earned his degree in Finance and Financial Economics from the University of Maine.

Reid dedicates a large portion of his free time to helping others with career and personal development. He is a George Mitchell Institute Alumni Scholar and stays involved with the Institute’s programs to help young people find employment opportunities in their chosen fields through mentoring and counseling. He is also involved in timing and officiating at track meets in his home state of Maine as well as at other select meets throughout New England.

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