1. Who We Serve:
We serve a select group of families, to help them manage 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 and multi-generational families who have accumulated assets, yet need help in developing a strategy to enjoy a comfortable retirement, approaching a major life transition or serving future generations and leaving a lasting legacy.
2. What We Offer:
A. Goals based advice and exceptional service
B. Thought leadership and behavioral coaching
C. We help you organize, build, and protect your wealth
3. Our Philosophy:
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.
4. Why Me
I began my Edward Jones career in 2008 as a branch office administrator in Terrell. I promoted up through several positions and be came in licensed 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.
Connect with me on LinkedIn or follow me on Facebook.
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
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