Gary Reese
Wealth Advisor @Wealthbuilders Investments
Lakeland, FL, US
EMAILS
g•••••@wealthbuilders.net
MOBILE NUMBERS
+15•••••••45
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WORK HISTORY
May 2024 — Present
Wealth Advisor @Wealthbuilders Investments
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EDUCATION
1976 — 1978
Asbury Theological Seminary
Masters of Arts and Religion, Biblical Literature
1996 — 1996
Moriah Theological Seminary
PhD in progress, Conflict Resolution
SKILLS
Value Based SellingRelationship BuildingTeam BuildingFinancial Management ServicesLong Term Care InsuranceInvestment StrategiesIndividual Pension PlansSocial SecurityTraditional IraFinancial AdvisoryRoth IraSimple IraConflict ResolutionBible TeachingEstate PlanningPublic SpeakingHealth Plan OperationsFinancial PlanningFinancial AnalysisFixed AnnuitiesAsset ManagementAccount ManagementInvestmentsRetirement Income StrategiesSmall BusinessLife Insurance403 BCharitable Gift Planning401k RolloversIrasRetirementMentoringAnnuity SalesWealth Management ServicesCoachingMutual FundsInsurancePension FundsInternational DevelopmentRetirement Planning
ABOUT GARY REESE
As an independent financial adviser, I am passionate about working with others and…
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