Jackie Reeves, FINANCIAL
Bell Rock Capital, LLC
Portfolio Manager
Since 2006
1200 N. Federal Highway, Suite 200, 561/483-6314, www.bellrockcapital.com
As a portfolio manager, Jackie Reeves knows the uncertainty surrounding recent economic ups and downs can be unnerving.
Over the last few years, she’s worked with new clients whose wealth has been impacted by the recession; she’s also met with clients who have suddenly accumulated wealth.
The key to helping both individuals and companies, she says, is taking time to thoroughly listen.
“People feel very comfortable speaking with me and that allows me to understand their needs better and to help them grow achieve their goals,” Jackie says. “I have a passion for helping people and a passion for educating investors.”
Jackie also advises companies that offer
401 (k) programs.
“Because there are so many hidden fees, there are many opportunities for companies to save money and improve performance,” she says.
As managing director at Bell Rock Capital, Jackie puts that passion to work, tapping into an extensive financial background and years of experience, which has earned her repeat appearances on national television including CNBC and Bloomberg Business News.
As an independent firm, Bell Rock Capital shuns commissions and is able to offer a wide variety of investment products without a hurdle of a minimum investment.
Detailed oriented and a master of multitasking, Jackie is active in a variety of organizations, including the Chamber of Commerce and Junior League of Boca Raton. She is also active in programs at the school attended by her two daughters, Chloe, 6, and Alyson 12.
