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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Stephen Reed

Vice President–Wealth Management

Financial Advisor

Steve is a Vice President of Wealth Management with The Cornerstone Group, a UBS team located in Chapel Hill, North Carolina. Steve began his financial services career nearly twenty years ago, when he joined Wells Fargo in 2001 as a licensed banker. During this time he worked with both individual and business clients on banking, lending, debt management, investments and retirement planning. In 2008, Steve transitioned to the brokerage side of the business and became a Financial Advisor. Currently, he holds Series 7, 63 and 66 securities licenses, as well life and long term care insurance licenses. In 2009, he earned the Chartered Retirement Planning Counselor (CRPC®) designation, exhibiting his abilities and expertise in retirement planning.

Steve has two distinct focus areas working with clients of the Cornerstone Group. Drawing on his experience as both a Financial Advisor and personal banker, Steve works to develop and implement comprehensive financial plans specific to each client's individual situation. Retirement income strategies, trust and estate reviews, as well as legacy transfers and insurance planning are all areas of attention. Steve also works with clients of the Cornerstone Group's 401k plans. Each year, he meets with hundreds of plan participants to help educate them on the nuances of their plans and how to best leverage this employee benefit.

A native of Canton, Il., Steve graduated from Bradley University (1992) with a Bachelor of Science in History. During his time at Bradley, he also studied abroad at Stockholm University in Sweden. Steve and his wife Shelby live in Durham, with their teenagers, Olivia (2002) and Nicklaus (2005). Away from the office, Steve is an avid reader, enjoys travel, hockey, golf, and keeps active with the many sporting activities of his kids.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • MA
  • MD
  • ME
  • MO
  • MS
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • SC
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI


  • Bachelors of Science History, Bradley University


  • Chartered Retirement Planning Counselor
317 W. Barbee Chapel Road
Chapel Hill, NC 27517
  • (919) 918-2353

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The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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As of 06/30/2022

51 countries

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