Michele Reese
Michele Reese is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clearwater, FL, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2531 Landmark Drive, Suite 201, Clearwater, FL, 33761
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michele is an associate/employee at Tampa Bay Financial Planning, LLC, a support company. She spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations36 states
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