Alexander Reese, APMA™
Investment Account Executive, RJFS
Alexander Reese brings over 15 years of customer service experience to the team. This experience has crafted Alexander into a humanist. He enjoys being personable and looks forward to making many new friends during the course of his career. Alexander’s ambition stretches beyond what is necessary, and into the realm of masterful. After years of study, he is exhilarated to further his career in finance.
Alexander has achieved a Bachelor’s degree in Business Administration from McNeese State University. In order to realize his goal of a successful career in finance, Alex continued self-study after graduation by enrolling and completing the education portion for financial planning online at Boston University. Understanding that the learning is never complete in this industry, he will continue to strive to attain certifications and qualifications that will enrich him in his goal to become a financial advisor. Alex has also passed his SIE, Series 7, Series 66 and achieved a professional designation, the Accredited Portfolio Management Advisor™, APMA™. Designees have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. With hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio along with passing an end-of-course examination. Alex's next goal is to complete the Chartered Financial Analyst Program. As a CFA Chart holder, he will be able to exemplify a strong understanding of advanced investment analysis, and real world portfolio management skills.
Alex’s family came to Lake Charles in 1992 and since then he has always considered it home. He loves his local community. Alex is an active member of his church, the Cathedral of the Immaculate Conception, where he was happily married to his lovely wife, Stephanie in 2021. He looks FORWARD to being able to assist and grow the community here in SWLA.
“There is no greater education than one that is self-driven.” – Neil deGrasse Tyson