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Alyson Elizabeth Reeves

Advisor at Morgan Stanley — Platteville, WI

Updated today

Credentials

CFP®, Series 66

Experience

9 years

Location

Platteville, WI

Morgan Stanley logo

Morgan Stanley

Institution

Total advisors

23,178

Across 1,024 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Alyson Reeves is a Certified Financial Planner® with nine years of industry experience. She is currently with Morgan Stanley and has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, Merrill, and Edward Jones. Reeves began her career following her education at the University of Wisconsin - Madison. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning and estate strategies, and manages approximately $2.74 trillion in client assets.

Client services

Based on Morgan Stanley

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation advice

Expertise

Based on Morgan Stanley

General estate planning guidance

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Fee options

Other

Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan

Location

See office

Platteville, WI

Platteville WI

Advisors at this office

1

Most active in

Connecticut · New York · Texas · Wisconsin

Work history

9 years of industry experience

Morgan Stanley Private Bank, N.A

2023 - Present • 3 years

New York, NY

Morgan Stanley Smith Barney LLC

2020 - Present • 6 years

New York, NY

Bank of America, N.A.

2020 - 2020 • 1 year

New York, NY

Merrill

2017 - 2020 • 3 years

New York, NY

Edward Jones

2016 - 2017 • 1 year

Waunakee, WI

University of Wisconsin - Madison

2013 - 2017 • 4 years

Madison, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michelle T

PFS™, Series 65

Platteville, WI

Friday Financial

Michelle Thomson Henry is a financial advisor with Friday Financial, holding the PFS™ and Series 65 designations and bringing 12 years of industry experience. She previously worked for Honkamp Krueger Financial Services for 13 years and has been a CPA at Honkamp P.C. since 2002. Friday Financial provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, businesses, and participant-directed retirement plans. The firm uses a Modern Portfolio Theory-based approach with diversified, passively managed portfolios and employs third-party managers and software to support its investment strategies.

Private / alternative investments Retirement withdrawal strategies Social Security optimization General tax planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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John D

Series 65

Platteville, WI

Rosemeyer Management Group

John Drefcinski is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. His prior roles include positions at Life Time Financial Services, The Insurance Center, and Northwestern Mutual, as well as experience outside the financial industry. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and other institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to individual client needs and utilizing various analytical methods and strategies.

Active portfolio management Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Aaron C

Series 63, Series 65

Platteville, WI

Friday Financial

Aaron Cullen is a financial advisor with Friday Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Honkamp Krueger Financial Services from 2013 to 2026 and has been a partner at Honkamp, P.C., a public accounting firm, since 1997. Cullen also serves as volunteer treasurer on the board of Family Advocates, Inc., a domestic abuse shelter. Friday Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach, typically using diversified, low-turnover, passively managed portfolios supplemented by model portfolios and allocation software.

Private / alternative investments Retirement withdrawal strategies Social Security optimization General tax planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Daniel B

Series 63, Series 65

Platteville, WI

United Advisors America

Daniel Baxter is a financial advisor with United Advisors America and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Alliance America Corporation and Mutual of Omaha. Outside of his advisory work, he is an insurance agent for Alliance America, focusing on life and health insurance. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with complimentary financial planning. The firm employs a Modern Portfolio Theory-based investment approach, utilizing customized asset allocations and model portfolios with mutual funds, ETFs, and select exchange-traded products.

Annuities Long-term care insurance Social Security optimization Retirement income strategy Retired
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Kaley B

Series 66

Platteville, WI

Rosemeyer Management Group

Kaley Bockhop is a financial advisor at Rosemeyer Management Group with five years of industry experience. She holds the Series 66 designation and has worked at RMG Wealth Management, Rosemeyer Management Group, Compeer Financial, and Badgerland Financial. Outside of finance, she owns and operates Kaley's Cattle LLC, a livestock business. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to client needs while incorporating fundamental, technical, and cyclical analysis.

Active portfolio management Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Brooklyn F

Series 65

Platteville, WI

Rosemeyer Management Group

Brooklyn Flanagan is a Series 65-licensed financial advisor at Rosemeyer Management Group with two years of industry experience. Brooklyn’s background includes roles in banking, tax and accounting, and community-related activities such as working with the Badger Mine & Museum and operating a daycare service. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals and plan sponsors. The firm employs a value-oriented, long-term investment approach combined with integrated financial planning and specialized retirement services.

Active portfolio management Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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