Managing Director | Investments Branch Manager@ Stifel Financial Corp.
Greater Houston
Bart Reese, CFP®, CRPC®, CPWA®
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Stephen F. Austin State University
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FlashIntel GPTBart Reese, CFP(r), CRPC(r), CPWA(r) is a highly experienced professional with 32.2 years of work experience in corporate retirement plans, estate and retirement planning services, portfolio management and retirement planning, college education planning, and corporate executive advising. He is based in the United States and has held various senior positions at Stifel Financial Corp., Merrill Lynch, and Stifel Financial Corp. Bart Reese is responsible for maintaining, monitoring, and reproducing electronic communications consistent with applicable law. He is also a member of the Stifel Board of Directors and has a strong background in wealth management and advisory services.
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About
Stifel Financial Corp. And its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. Is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. Residents only and are subject to the following terms: www.stifel.com/disclosures /*********/ Stifel Financial Corp. And its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. Is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. Residents only and are subject to the following terms: www.stifel.com/disclosures.
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Managing Director | Investments Branch Manager
Financial Services
Bart Reese, CFP®, CRPC®, CPWA®'s Professional Milestones
- Senior Resident Director - Wealth Management Advisor, Senior Vice President - Wealth Management (1991-09-01~): Advised clients on maximizing their wealth through comprehensive financial strategies and strategic decision-making.
- Managing Director | Investments Branch Manager (2019-05-01~): Revitalized the investment branch and fostered strategic partnerships, expanding market presence and increasing investor loyalty.
Education
Bachelors,
Bachelor Of Business Administration
1984-1989Skill
Corporate Retirement Plans
Estate And Retirement Planning Services
Portfolio Management And Retirement Planning
College Education Planning
Corporate Executive Advising
Philanthropic And Endowment Management
Philanthropic Planning Strategies
Family Financial Advisor
Family Estate Financial Guidance
Business Exit Strategies
Business Financial Strategies
Business Retirement Plans
Financial Advisory Services
Goals Based Asset Management
Certification
Colleagues
John Helmbrecht
Senior Architect | Product Owner | Cloud Services
Gurpreet Kaur
Senior Product Owner
Ami Parikh (SAFe 5 PO/PM , PMI-ACP)
Product Owner
Cory Potter
Product Owner | Salesforce DevOps
Timothy Law
Product Owner
Other Named Bart Reese, CFP®, CRPC®, CPWA®
Frequently asked questions
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Bart Reese, CFP®, CRPC®, CPWA®'s social media include: Linkedin,
Bart Reese, CFP®, CRPC®, CPWA® works for Stifel Financial Corp.
Bart Reese, CFP®, CRPC®, CPWA®'s role in Stifel Financial Corp. is Managing Director | Investments Branch Manager
Bart Reese, CFP®, CRPC®, CPWA® works in the industry of Financial Services
Bart Reese, CFP®, CRPC®, CPWA®'s colleagues are John Helmbrecht,Gurpreet Kaur,Ami Parikh (SAFe 5 PO/PM , PMI-ACP)
Bart Reese, CFP®, CRPC®, CPWA®'s latest job experience is Managing Director | Investments Branch Manager at Stifel Financial Corp.
Bart Reese, CFP®, CRPC®, CPWA®'s latest education in Stephen F. Austin State University
