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portrait of Mallory A Reis
FINANCIAL ADVISOR

Mallory A Reis

CEPA®, AAMS™, CRPS™
690 E Warner Rd, Bldg 10 Suite 151, Gilbert, AZ 85296opens in a new window
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About Mallory

As your Edward Jones branch team, we believe it's important to invest our time in understanding your goals before you invest your money. We work closely with individuals who are investing for, nearing or already in retirement. I will partner with your CPA, attorney and any other professionals to help determine the most appropriate financial strategies and tailor recommendations to meet the needs of you and your family.

I began my career with Edward Jones in 2008 in my home state of Colorado. In my time with the company, I have served as a financial advisor, branch team trainer for...

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies

Work History

  • Edward JonesMay 2008 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Johnson & Wales UniversityBachelor of Science
  • Johnson & Wales UniversityBachelor of Science

Personal Interests

  • Volunteering
  • Auto Racing
  • Hiking
  • Traveling
  • Spending Time with Family

Team Members

  • Megan Spencer
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

Phone

(480) 345-7775

Fax

(877) 222-4298

Office Address

690 E Warner Rd
Bldg 10 Suite 151
Gilbert, AZ 85296opens in a new window

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