Brandon Reese

Brandon Reese, CRPC®

Regional Vice PresidentNorth Dallas, TX &
Coppell &
Fort Worth
P 469.246.3680 | F 469.718.0481

Professional and Community Activities

  • Member of the Financial Planning Association
  • Member of and Former V.P. of Public Relations with Toastmasters International

Family
Brandon is married to his best friend Sarah; they have two girls, Hailey and Ava, as well as a son Adrian. During his free time Brandon enjoys coaching his kid’s sports teams, volunteering at church, playing in charity golf events, spoiling his beagle Dakota and watching all the local area sports teams.

Business Philosophy
Brandon strives to understand what retirement looks like for his clients and help them reach their goals. His passion in life is to provide clients with a total financial solution package that meets their needs and provides a path for them to have peace of mind.

“Expect the best. Prepare for the worst. Capitalize on what comes.” …. Zig Ziglar

Education

  • University of North Texas – BA Business Administration
    Charted Retirement Planning Counselor (CRPC)

Business Experience

  • Advisor, Money Matters with Ken Moraif 09/2013 to Present.
  • Brandon worked with some of the largest retirement and investment management companies from 2007-2013, including Fidelity Investments, JP Morgan, and TIAA-CREF. During that time he worked with clients, advisors, and plan sponsors on investment strategies for retirement.
  • Prior to obtaining his securities license Brandon began his career in financial services in 2002 as an independent insurance agent. He did personal insurance planning for client’s property, casualty, life as well as their commercial businesses. Some of the insurance companies he worked with were Germania, The Hartford, Safeco, Chubb, Zurich, Progressive, Farm Bureau, and State Farm.

WHAT’S ON YOUR MIND?

If it’s important to you, then it’s important to us.
That’s the way it should be among friends.


NATIONAL PRESS TURNS TO MONEY MATTERS FOR
INSIGHT ON ISSUES AFFECTING TODAY'S INVESTORS.
VIEW RECENT PRESS FEATURING KEN MORAIF:


  • CNBS
  • Forbs
  • Fox Business
  • Kiplinger
  • Market Watch
  • USA Today
  • US news
  • The wall street journal

TAKE THE FIRST STEPS ON THE PATH TO YOUR FINANCIAL PEACE OF MIND.