Rees Petersen
Senior Vice President, Investments @Raymond James
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WORK HISTORY
Senior Vice President, Investments @Raymond James
Salt Lake City, UT, US
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC
EDUCATION
University of Utah
BA, Finance; Investment Management
University of Utah - David Eccles School of Business
MBA, Investment Management and Finance emphasis
SKILLS
ABOUT REES PETERSEN
Specialties: Wealth management, partnering for success, effective client communications, tax-efficient investing, asset allocation
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