brian reeves headshot


Financial Advisor

Registered Investment Advisor Representative, RJFS

BRIAN.REEVES@RAYMONDJAMES.COM

 

Brian brings an exceptional level of professional knowledge, systems, and personal service to clients. We are the trusted local people.

Education & Experience

  • 1988 Purdue University bachelor of science graduate
  • 1997 Initial Financial Advisor work
    Registered Principal
    Life, Health, Long Term Care Insurance Professional
    Registered Investment Advisor Representative
  • 2011 Wealth Management Specialist
  • 2012 CERTIFIED FINANCIAL PLANNER

Services

Brian believes trust, good communication, and successful systems are the primary elements of the relationship. He brings a wealth of knowledge. We succeed by designing unique comprehensive wealth management plans.

Professional Appearances

  • Indianapolis WISH TV 8
  • Hometown Television 19
  • Fidelity Investments Advisor Council Member
  • Lincoln Benefit Life Presidents Club
  • Indianapolis Star
  • Noblesville Daily Times

Family/Hobbies

Brian grew up in Richmond, Indiana. He, with his delightful wife Marta and daughter Katherine, reside in Noblesville. Brian takes great pride in his family and community involvement. Always welcoming a challenge; Brian previously completed the Chicago and New York City marathons, open water distance swims, and summited the four tallest mountains in the continental United States.

Set an appointment to explore your unique wealth management needs. Investing Today, Shaping Tomorrow


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.