Who We Serve:
We serve families, individuals and small businesses to help with their financial assets so they can focus on areas of their life that give them joy, meaning and purpose. My practice includes corporate executives, entrepreneurs, business professionals, ranchers, teachers and multi-generational families who need help in developing a strategy to enjoy a comfortable retirement, approaching a major life transition with confidence or serving future generations and leaving a lasting legacy.
A. Goal-based exceptional service.
B. A deep and abiding lifelong partnership.
C. Community and family-oriented ideals.
A "one-size-fits-all" approach may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals. We then partner with you throughout your life to help make sure you stay on track.
I began my Edward Jones career in 2008 as a branch office administrator in Terrell. I promoted up through several positions, became registered in 2012 and ultimately became a financial advisor in 2017. I offer a unique set of experiences and a great depth of knowledge to empower my clients to make smart choices about their money. I strive to help my clients make sense of investing and bring a disciplined, caring and comprehensive approach. Working alongside me to help you achieve your goals is Kenrie Bryan. She truly has a heart for helping our clients and caring for them. Together, we are a team... Your team.
- Retirement Savings Strategies
- New Investors
- Wealth Strategies
- Portfolio Reviews
- Business Retirement Plans
- Divorce Finances
My Personal Interests
- Community Outreach
Office Address409 West High St
Terrell, TX 75160 opens in a new window
Phone NumberAndreia K Reese at (972) 563-1417
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More