Bart Reese

Bart Reese, CFP®, CPWA®, CRPC ™ is a seasoned financial professional with extensive experience in wealth management. Since May 2019, Bart has served as the Managing Director of Investments and Branch Manager at Stifel Financial Corp. Prior to this role, Bart dedicated nearly 28 years to Merrill Lynch Wealth Management, where various positions were held, culminating in the role of Senior Resident Director - Wealth Management Advisor and Managing Director. Bart holds a Bachelor of Business Administration degree from Stephen F. Austin State University, obtained between 1984 and 1989, and completed high school at Strake Jesuit College Preparatory from 1980 to 1984.