Reese Roberts

Reese was always been interested in the financial industry, even investing his own money in the stock market while he was in high school and college. He was able to fulfill his passion by becoming a financial advisor at John Stokes Financial. Today he helps the team fulfill the company’s mission of assisting transitioning professionals.

With a deep analytical approach to financial advising, Reese is a member of the Investment Committee where he researches themes, portfolio models and the long-term outlook on the market. He also enjoys finding unique solutions for clients given their set of unique circumstances.

Reese graduated from California State University at Long Beach with a B.S. in Finance.  While attending college, he worked full-time at one of America’s largest banks and also as a caterer on the weekends.

Reese holds the Series 7 and 66 securities registrations and is also a licensed Life, Disability, Health, and Annuity agent with the California Department of Insurance (license #0K24867). He is currently enrolled in the CFP® Certificate Program.