Meet Reece

Reece joined the Aptus Wealth Planning team as an intern. Working in a support role, he does tasks for advisors, organizes files, confirms appointments with clients, generates reports and more – a positive addition to our team indeed!

Currently an Economics major at Allegheny College in Meadville, Reece won Allegheny College’s Financial Literacy Competition and earned an honorable mention in the Pittsburgh Regional CFA competition. His intention upon graduating is to enter the financial industry and earn his CFP® credential.

A history buff and Boy Scouts of America program volunteer, Reece enjoys spending time outside hiking and camping. His bucket list includes one day going skydiving.

 

 

If I could meet anyone, past or present, it would be:

Adam Smith or Carl Menger

Favorite holiday:

Halloween

Name something on my bucket list:

Going skydiving

Place I'd most like to visit:

Northern Italy