Robert Reay
Senior Financial Planner at Adams Wealth Advisors
- Role
- Senior Financial Planner at Adams Wealth Advisors
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Robert Reay
I help people thoughtfully use their wealth to live meaningfully, find joy and make a…
Experience
Senior Financial Planner
Apr 2024 — Present · Logan, UT, US
Education
Texas Tech University
Master of Science
2016 — 2017
Brigham Young University
Bachelor of Science
2011 — 2015
Utah Valley University
Associate of Science
2008 — 2011
Skills
- Financial Planning
- Financial Analysis
- Retirement Plan Consulting
- Retirement Planning
- Charitable Gift Planning
- Customer Service
- Spanish
- Teamwork
- Banking
- Fiduciary
- Investments
- Ethics
- Bloomberg Terminal
- Management
- Leadership
- Tax
- Microsoft Excel
- Estate Planning
- Public Speaking
- Insurance
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