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Earl R

Series 66

Germantown, TN

Reeser Advisory Services Inc.

Earl Reeser is a financial advisor at Reeser Advisory Services Inc. in Germantown, TN, holding a Series 66 designation with nine years of industry experience. He previously worked at Raymond James and Morgan Keegan & Company, LLC before joining his current firm in 2018. Reeser Advisory Services Inc. provides investment advisory and portfolio management services to a limited client roster, serving both high-net-worth and non-high-net-worth individuals. The firm applies an investment approach that incorporates institutional practices, with a focus on long-term management and personalized advisory relationships.

College savings (529s, UTMA, etc.)
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William R

Series 63

Germantown, TN

Reeser Advisory Services Inc.

William Reeser is a financial advisor at Reeser Advisory Services Inc. with 21 years of industry experience. He holds a Series 63 designation and has served as Chief Executive Officer of the University of Florida Investment Corporation (UFICO), a 501(c)(3) charitable organization, since 2002. He also serves as an independent director for the FSI Low Beta Absolute Return Fund. Reeser Advisory Services Inc. provides portfolio management and financial advisory services primarily to individual and high-net-worth clients. The firm manages approximately $26.8 million in assets for 18 clients, focusing on individualized portfolio management with direct owner supervision.

College savings (529s, UTMA, etc.)
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