As a child participating in Cub Scouts, I learned about the joy that comes from helping others by doing a good deed each day. I also learned in my youth that I was gifted in math. Those two recognitions have led to an extremely enjoyable more than 30-year career as an Edward Jones financial advisor (my minimum goal is 50 years)!
A wonderful aspect of my profession is seeing the impact my branch team can have on our clients' financial health. We don't just help our clients with their investments and assets; we give them financial guidance to enjoy their passions.
Clients often come to me during periods of transition such as retiring, receiving an inheritance, selling a farm or business, changing jobs or setting up a new income stream. My clientele consists of retirees, business owners, farm operators, medical professionals, tax and legal professionals, and blue-collar professionals who have the desire and the ability to create and maintain wealth. I welcome the involvement of your CPA, attorney and other professionals to address the entire scope of financial concerns, including tax mitigation, estate considerations and wealth protection strategies, as well as charitable giving, to tailor a strategy that is appropriate for you and your family.
As a result of my success and client satisfaction, I have qualified for over 25 annual Managing Partner's Conferences, recognizing the firm's top 400 Financial Advisors. It was an honor in 2022 to be named one of Forbes' annual Best-in-State Wealth Advisors [Source: Forbes.com – April 2022; data as of 6/30/21].
Another noteworthy aspect of my practice is that I've been blessed with a team that is exceptional. Vicki, Karla, Becky and Katie have combined Edward Jones' experience of over 60 years and care about each and every one of our clients. I was extremely pleased that my daughter, Alaina, joined the Reeves Team as a financial advisor in 2018! Her sister, Alyson, is also a financial advisor in New York City.
Locally, my wife, Elizabeth, and I feel it is important to give back to our community, and we have been major supporters of the Platteville Public Library, the Broske Center, the David Canny Trail, the Platteville Inclusive Playground, Southwest Health and the Nutrition World Outdoor Fitness Center.
I would appreciate the opportunity to meet you.
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Savings Strategies
Office Address330 S Water St (Hwy 80/81)
By Nutrition World Health
Platteville, WI 53818 opens in a new window
Phone NumberBen Reeves at (608) 348-2441
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