portrait of Stephanie S Reese

About Stephanie

I am proud to be a financial advisor for Edward Jones. I value building a business based on personal, face-to-face interactions with my clients. I partner with individuals to help determine their specific financial goals and develop strategies to help organize, build, protect and transfer wealth for generations to come. I do this by proactively communicating with clients, helping them understand their portfolio, risk and cost associated with investing.

My husband, Alan, and I, along with our two daughters, are active members of the First United Methodist Church of Ennis, where you can find me teaching Sunday School or Children's Time....

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Work History

  • Edward JonesOctober 2018 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Southern Methodist UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Dancing
  • Sewing
  • Hunting
  • Painting

Team Members

  • Shannon Clapp
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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