Robert Reay
Senior Financial Planner @Adams Wealth Advisors
Salt Lake City, UT, US
EMAILS
r••••••••@theamericancollege.edu
MOBILE NUMBERS
+18•••••••86
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WORK HISTORY
Apr 2024 — Present
Senior Financial Planner @Adams Wealth Advisors
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Logan, UT, US
EDUCATION
2016 — 2017
Texas Tech University
Master of Science
2011 — 2015
Brigham Young University
Bachelor of Science
2008 — 2011
Utah Valley University
Associate of Science
SKILLS
Financial PlanningFinancial AnalysisRetirement Plan ConsultingRetirement PlanningCharitable Gift PlanningCustomer ServiceSpanishTeamworkBankingFiduciaryInvestmentsEthicsBloomberg TerminalManagementLeadershipTaxMicrosoft ExcelEstate PlanningPublic SpeakingInsurance
ABOUT ROBERT REAY
I help people thoughtfully use their wealth to live meaningfully, find joy and make a…
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