In 2021, Reese joined his Phoenix-based wealth advisory firm, Phoenician Wealth Management, with REDW Wealth, bringing a shared commitment as fiduciaries to putting clients’ interests first. With broad experience in portfolio management, investment analysis, trading, and financial planning, Reese is also able to provide his clients with comprehensive wealth management services.
In addition to his current responsibilities, Reese also regularly contributes research and commentary on our blog and serves as an active member of the REDW Wealth Investment Committee.
Bachelor of Science in Finance from W.P. Carey’s School of Business, Arizona State University
PROFESSIONAL QUALIFICATIONS AND MEMBERSHIPS
Reese is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and member of the Financial Planning Association (FPA).