Rick Reyes, Financial Advisor

Focus Areas

  • Wealth Strategies
  • Military Professionals & Veterans
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities

About Rick

As an Edward Jones financial advisor, I believe it's important to take those extra steps towards learning about your financial dreams and goals. Working closely with your CPA, attorney and other professionals, I can help determine an appropriate financial strategy for you. With my nearly 12 years in the industry, I can leverage the knowledge and experience I have to help you navigate the financial ebbs and flows that life throws your way.

I began my Edward Jones career in 2009 as a financial advisor in San Antonio, TX. Prior to that, I spent nearly nine years in the United States...

Work History

  • Edward JonesAugust 2021 to Current
  • Charles Schwab & Co., Inc.May 2020 to August 2021

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CLU®

    Chartered Life Underwriter®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • St Leo UniversityMaster of Business Admin
  • South Dakota State UniversityMaster of Science

Personal Interests

  • Community Outreach
  • Triathlons
  • Car Restoration
  • Outdoor Enthusiast
  • Antiquing

Team Members

  • Jessica Ciarla
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

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