Rachael Reese, financial advisor Dallas TX
90 score

Rachael Reese

CRD Number: 6156927
Current Firm: Tolleson Private Wealth Management

Rachael Reese (CRD# 6156927) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry. Rachael Reese has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Tolleson Private Wealth Management Dallas, TX Jun 2009 - Current 7
Kanaly Trust Company Houston, TX Jan 2007 - Jun 2009 2
Texas Tech University Lubbock, TX Sep 2006 - Dec 2006 < 1
Deena Katz Lubbock, TX Aug 2006 - Dec 2006 < 1
Investment & Asset Planning LLC Wichita Falls, TX May 2006 - Aug 2006 < 1

Rachael Reese has no recent exams reported.
Contact Info for Rachael L. Reese
Phone Number: 214-252-3250
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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