portrait of David A Reel Jr

About David

We all desire happiness for ourselves and our families. But that picture of happiness is different and unique for each person and family.

I focus on helping individuals, families and businesses remove barriers that get in the way of their long-term happiness by providing tailored investment solutions to help them make progress toward their financial goals and dreams.

My passion is to get to know you and what is most important to you, and help you get there. After being in the financial services industry for over 20 years, I have found that my clients want to be heard, tell their story...

Focus Areas

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

Work History

  • Edward JonesApril 2020 to Current
  • State Farm InsuranceJuly 2009 to March 2020

Education

  • Univ of Texas HSC-San AntonioBachelor of Science

Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Martial Arts
  • Woodworking
  • Gardening

Team Members

  • Dawn Fraser
    Sr. 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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings

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