Jacqueline Reeves
Director of Retirement Plan Services, Bryn Mawr Capital Management
Jacqueline Reeves is on a mission to help businesses optimize their retirement plans, ensuring a secure future for both employers and employees. “Many businesses have a retirement plan in place but haven’t reviewed it in years, and they might not be fully aware of their responsibilities or how to serve their employees best,” says Reeves, Director of Retirement Plan Services at Bryn Mawr Capital Management.
Reeves, driven by her passion for analytics and a deep commitment to her clients’ financial well-being, is a reassuring presence. She enables businesses to focus on their core operations while expertly handling their retirement plans’ intricacies. “We aim to take responsibilities off their plate, protect their blind side, and ensure they’re delivering the best services for their employees,” she explains.
Beyond her direct client work, Reeves is a voice on national media outlets like CNBC and Bloomberg, sharing insights on financial planning. Her expertise spans complex areas like ERISA (Employee Retirement Income Security Act), where she collaborates with specialists nationwide to deliver comprehensive advice.
She consistently highlights the importance of planning ahead for businesses and the individuals within them. “A well-structured retirement plan is one of the best ways to ensure employees are paying themselves first,” she notes.
Reeves is not just navigating the complexities of retirement plans; she’s also shaping the future of financial wellness, one business at a time. Her commitment to education and collaboration ensures that her clients are compliant and prepared for whatever economic challenges may occur. Her work inspires hope for a financially secure future.
BRYN MAWR CAPITAL MANAGEMENT
561-289-5308
Bmt.com
This communication is provided by Bryn Mawr Capital Management (“BMCM” or “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in this report is derived from sources that BMCM believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.
Bryn Mawr Capital Management, LLC. is an SEC registered investment adviser and a subsidiary of WSFS Financial Corporation. Registration as an investment adviser does not imply a certain level of skill or training.
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This post is part of the 561 Faces special advertising section from the November/December 2024 issue of Boca magazine. For more like this, click here to subscribe.
