Bernadette Reed, QPA
Retirement Specialist II

Bernadette is a Retirement Specialist with Tegra Financial Partners. This subsidiary of Habif, Arogeti & Wynne, LLP provides full-service retirement plan consulting and administrative services to both large and small employers.

She has over 17 years of experience and specializes in Defined Contribution Plans including Profit Sharing plans, New Comparability plans and 401(k) plans. Along with filling the needs of clients, Bernadette compiles census information, balances assets, calculates contributions and allocates earnings and interest. She also works closely with plan auditors and completes necessary tax forms for individuals.

Bernadette earned a Bachelors degree in Business Administration from the College of New Jersey and a Masters degree in Business from Tampa College. She is actively involved in professional affiliations including the Atlanta Benefits Council, the American Society of Pension Professionals and Actuaries and is the president of the Relius Southern Users Group.

Contact Information:
Direct Dial: 404-898-7493
Email: bernadette.reed@hawcpa.com
Fax: 404-602-4653

Insurance products and programs offered through HA&W Risk Management, LLC. Securities offered through Securities America, Inc. Member NASD/SIPC. Shane Austin, Nick Bhandari, Lisa Schiffer, Chris Wynne, Registered Representatives. Advisory services offered through HA&W Wealth Management, LLC. HA&W Wealth Management LLC and TEGRA Financial Partners are not affiliated with Securities America, Inc.