Zoe Financial
Reece Benevides has worked in a variety of roles since 2014. In 2018, they were a Server at Grimaldi's Pizzeria. In 2019, they were a Summer Intern at OmniLYF, where they conducted equity analysis, portfolio selection, and cash and accrual accounting. In 2020, they were a Summer Intern at Ameriprise Financial Services, LLC, where they scheduled and confirmed client meetings, updated client documents, and ensured client satisfaction. Since 2021, they have been employed at Zoe Financial, where they have held the roles of Client Associate, Account Executive, and Senior Client Success Manager.
Reece Benevides attended Texas Tech University from 2016 to 2020, where they earned a Bachelor's degree in Personal Financial Planning. Prior to that, Reece attended Clements High School from 2012 to 2016.
Zoe Financial
Zoe can help you find an independent, fiduciary financial advisor that sees the world the way you do. Aside from vetting their knowledge and process, they screen the advisors to ensure that they are true fiduciaries that have the right incentives to provide the client with the advice that is in their best interest, rather than recommend products based on the commission they get from it.