In 2006 Scott Reed founded Hardy Reed with partner, John Hardy. He is a firm principal and CEO today.
Scott began working in the investment industry in 1985, dedicating the first 21 years of his career to the J.J.B. Hilliard, W.L. Lyons, LLC, brokerage firm where he met his present-day partner, John C. Hardy.
Scott earned his Endowments and Foundations Certificate at the Wharton School of Business in 2006. He is a Certified Investment Management Analyst® (CIMA®), an Accredited Investment Fiduciary Analyst™ (AIFA®), and a CEFEX Analyst, having met the criteria established by the Centre for Fiduciary Excellence (CEFEX). Scott has received formal training in investment fiduciary responsibility.
Giving back to his industry is important to Scott, which is why he is a member of the National Council on Planned Giving, the Planned Giving Council of Northeast Mississippi, and the Investment Management Consultants Association. He has penned a nationally syndicated financial newspaper column for 25 years and speaks nationally on investment and fiduciary responsibility.
Scott serves on the IMCA Code of Ethics Committee and has been a guest lecturer on the topic of ethics in The Owen School of Management at his alma mater, Vanderbilt University.
Scott is a lifelong resident of Tupelo, Mississippi, where he lives with his wife, Annette, and two wonderful daughters.
He serves on the boards of the Community Development Foundation, Mississippi Hospital Association, Ambulatory Surgery Center and the North Mississippi Medical Center where he is vice chairman. Scott is a past member of the Mississippi United Methodist Foundation Board of Directors and the past president of the Tupelo Kiwanis Club, United Way of Northeast Mississippi, and Big Brothers/Big Sisters of North Mississippi.
He has received the Julius G. Berry Award for Outstanding Volunteer Service, Mississippi Business Journal’s 1997 Top 40 Under 40, Rotary Group Study Exchange to Australia, and the Boy Scouts of America Silver Beaver Award.
In 2006 John Hardy founded Hardy Reed with partner, Scott Reed. He is a firm principal and president today.
He began his investment career in 1982 when he joined Chandler Securities in Columbus, Mississippi before moving to the J.J.B Hilliard, W.L. Lyon, Inc., brokerage firm where he met his present-day partner, Scott Reed.
In 2000 John completed the Securities Industry Institute program, sponsored by the Securities Industry Association and The Wharton School of Business. He also graduated from the Endowments and Foundations class sponsored by The Wharton School of Business and the Investment Management Consultants Association (IMCA®), where he is an active member. John received his bachelor’s degree from the University of Mississippi in 1982.
He is also a Certified Investment Management Analyst®(CIMA®), a Certified Private Wealth Advisor® (CPWA®), and an Accredited Investment Fiduciary® (AIF®).
John is an active member of the Oxford community, where he lives with his wife, Sarah Frances, and their three daughters. His is an avid outdoorsman, fisherman and sailor.
He is past president of the Gardner Simmons Home for Girls and chairs the investment committee at St. Peter’s Episcopal Church. He also served on the vestry of All Saints Church in Tupelo and as a Big Brother to area youth.
Ken contributes over 25 years of executive-level financial services experience when he joined Hardy Reed in 2011 as chief operating officer.
Ken’s investment experience dates back to 1981 when he began his career as an investment management consultant for Merrill Lynch. From there he worked as Director of Investment Management Consulting for The Robinson-Humphrey Company and Director of Morgan Keegan’s asset management division.
Ken founded Valhalla Capital Partners and served the institutional fixed-income asset management firm as COO and managing partner before founding his own Ken Mathis & Associates, a financial services industry-specific consulting firm that worked to maximize an organization’s business potential.
Ken joined John Hardy and Scott Reed at Hilliard Lyons in 1999 as director of investment management consulting before becoming director of institutional asset management.
Ken received a B.B.A. from the Fogelman College of Businesses and Economics at the University of Memphis and has completed the Pension and Investment Management Program at The Wharton School of Business.
He has earned the Accredited Investment Fiduciary Analyst™ (AIFA®) professional designation from fi360. He has been awarded theProfessional Plan Consultant™ (PPC™) designation. Ken is also a CEFEX Analyst, having met the criteria established by the Centre for Fiduciary Excellence (CEFEX). He has received formal training in investment fiduciary responsibility.
Anita Giglio brought almost two decades of financial services experience when she joined Hardy Reed as a firm principal in 2006 as director of client services. Anita oversees all trading, client relations and administrative duties at Hardy Reed.
Anita earned her B.S. in business education from Mississippi State University and her designation of Accredited Asset Management Specialist (AAMS®) through the College of Financial Planning.
Anita is a lifelong resident of Tupelo, Mississippi, where she lives with her husband Allen. She is an active member of Tupelo Baptist Church and serves as church secretary. She is also the past president of the Tupelo Chapter of the International Association of Administrative Professionals.
Ken leads Hardy Reed’s retirement plan services division as Vice President of Retirement Plan Services.
When Ken moved to Hardy Reed in 2009, he brought with him 15 years of experience in group plan design, employee education, and holistic financial planning at one of the country’s largest retirement planning firms. Ken has served corporations, healthcare, government and university employers.
Ken is a native of Georgia where he graduated from Berry College with a double major in economics and psychology.
Ken has earned the Accredited Investment Fiduciary Analyst™ (AIFA®), Professional Plan Consultant™ (PPC™), and Certified Fund Specialist® (CFS®) designations. Ken is also a CEFEX Analyst, having met the criteria established by the Centre for Fiduciary Excellence (CEFEX). He has received formal training in investment fiduciary responsibility.
He now lives in Oxford, Mississippi, with his wife, Laura, and their daughter and son.
Ken is an active member of the Lafayette-Oxford Foundation for Tomorrow and the Oxford Endowment for Public Education. He is also a clean-water advocate and trained volunteer for Living Waters for the World, whose Oxford team recently installed a community water purification system in the Yucatan region of Mexico.
Jackie Armstrong brought 22 years of financial client communications and administration experience to Hardy Reed when the firm opened its doors in 2006.
Jackie worked as a registered assistant for Deposit Guaranty National Bank, Smith Barney, and J.J.B. Hilliard, W.L. Lyons, Inc., before joining Hardy Reed.
She is a graduate of Hinds Community College in Jackson Mississippi.
Jackie is an active member of the Tupelo community where she lives with her husband, Vic, and their daughter. She has served as a volunteer with the American Cancer Society, March of Dimes, United Way, Muscular Dystrophy Association, Habitat for Humanity and Stewpot.
As a Wealth Manager at Hardy Reed, Rick focuses on providing wealth management solutions for successful individuals and their families. Areas he addresses include preserving wealth, mitigating taxes, taking care of heirs, and charitable giving. Rick began his financial services career in 1991 with J.J.B. Hilliard, W.L. Lyons, Inc., a regional financial services firm and joined Hardy Reed, LLC when the firm opened in 2006.
Rick graduated from Mississippi State University, earning degrees in engineering technology and business management. He has earned his CFP® certification as well as the Accredited Investment Fiduciary Analyst™ (AIFA®) designation. Rick is also a CEFEX Analyst, having met the criteria established by the Centre for Fiduciary Excellence (CEFEX). He has received formal training in investment fiduciary responsibility. Rick is an active member of the Financial Planning Association of Northeast MS where he serves on the Board and is a Past President.
Before joining Hilliard Lyons, Rick was an Industrial Engineer with True Temper Sports. He is an active member of Kiwanis of Tupelo where he is President Elect. Rick is a 2014 graduate of the Jim Ingram Community Leadership Institute. He and his wife, Carla, make their home in Saltillo with their three sons.
Medora Justus joined Hardy Reed in 2014 as a Wealth Manager with a passion for enabling individuals and families to become more engaged in their financial lives. Medora’s expertise in educating and empowering families on wealth management issues and her research on the financial psychology of women and families have an important impact on the families and institutions we serve.
Medora is a CERTIFIED FINANCIAL PLANNER™ professional, a CDFA® – Certified Divorce Financial Analyst™ and is an Accredited Investment Fiduciary® (AIF®). She also serves as an adjunct instructor at The University of Mississippi, School of Business Administration teaching upper-level finance courses. Prior to Hardy Reed, she worked for a Fortune 500 financial services firm with a primary focus on helping advisors create tax-efficient retirement income strategies for their clients, as well as educating clients on the unique challenges of investment planning in retirement.
In 2003, Medora started her career in the financial services industry where she became the Regional Marketing Director for one of the nation’s oldest, largest, and most respected financial services firms. In this role, Medora worked with advisors and their clients to analyze asset allocation strategies to minimize risk and increase performance in clients’ investment portfolios.
Originally from Greenville, Mississippi, Medora graduated from The University of Mississippi with a B.B.A. in 1999 and earned her M.B.A. in 2002. From 2012 to 2014 she served as treasurer for St. Peter’s Episcopal Church and as a member she of the Finance and Investment Committees. Recently, Medora joined the Friends of the Museum and Historic Houses Board in 2017 and serves as treasurer and a member of the Roan Oak Committee. Medora resides in Oxford, Mississippi, with her husband, Ben, and son, Charlie.
Rachel Morgan directs client needs and communications for Hardy Reed’s Oxford office. Whether helping with retirement plans or scheduling clients for account reviews, Rachel keeps the Oxford office up-to-date and on task.
Rachel graduated from The University of Mississippi School of Business Administration in 2010 with a B.B.A. in marketing.
Rachel lives in Oxford with her husband, Jake, and daughter, Emma Farris, where she is an active member of Community Church Oxford.
Peter’s role in the firm will be Research Analyst and Trader. He will spend most of his time placing trades, monitoring account balances and keeping our Investment Committee informed and up to date on current research so that Hardy Reed can make the best decisions for their clients.
Peter graduated from the University of Mississippi School of Business Administration in 2015 with a B.B.A. in Management Information Systems.
Peter lives in Tupelo with his wife, Kelley.