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Stefanie R
CFP®, Series 63, Series 65
Bend, OR
Liberty Capital Investment Corporation
Stefanie Reel is a CFP® professional with 25 years of industry experience, currently serving at Liberty Capital Investment Corporation since 2010. She previously worked at D.A. Davidson & Co. from 2007 to 2010. Liberty Capital provides non-discretionary portfolio management services to individuals, plans, trusts, charitable organizations, and businesses, utilizing a combination of fundamental, cyclical, and technical analysis. The firm operates with a notable service model that includes both advisory and brokerage activities.
Anthony R
CFP®, Series 63, Series 65
Bend, OR
Liberty Capital Investment Corporation
Anthony Reel is a CFP® with 24 years of industry experience, currently serving as an advisor at Liberty Capital Investment Corporation since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he offers life insurance and fixed annuity products to clients on a limited basis, separate from his work at Liberty Capital. Liberty Capital Investment Corporation provides non-discretionary portfolio management to individuals, trusts, pension plans, and other entities, utilizing a mix of fundamental, cyclical, and technical analysis. The firm requires client approval for transactions and employs a range of strategies including long- and short-term purchases, short sales, and option writing.
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