Osaic’s Shannon Reid is moving beyond outdated orthodoxies, putting the company’s reach to work for advisors, and redefining what a partner firm can be.

Wealth extends well beyond investment returns. The work advisors do with clients is increasingly about pulling all the pieces together: portfolios, taxes, estate and trust planning, insurance, business transitions, and legacy goals. The aim is not a series of one-off decisions but a comprehensive strategy that reflects how each family wants their money to support their lives today and the outcomes they care about over time.

At Osaic, president and head of advisor growth and engagement Shannon Reid is actively advancing that broader view of wealth. Leading one of the largest wealth management platforms in the country, she is focused on what scale should tangibly deliver for advisors and their clients: support for holistic planning, better tools and integration, and a clearer path for advisors to grow their businesses. Her working definition of growth rests on three anchors: the full needs of clients, the health of advisor practices, and the strength of the firm that stands behind them.

“It’s not just about growth of the business or growth of assets or revenue,” Reid explains in a conversation with InvestmentNews. “It’s about helping clients grow. It’s about their entire security and confidence about life. It’s about the next generation. When you think about it that way, growth means something a little different.”

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