Boca Raton, FL W Palmetto Park Rd. Office

Kathleen Reeves is a financial advisor with Cambridge Investment Research Advisors in Boca Raton, FL. She holds Series 63 and Series 65 licenses and has 31 years of industry experience, including prior roles at UBS Financial Services, Inc. and FSC Securities Corporation. She is also the owner of Beitler Financial Group, an S-Corp for tax and legal liability purposes. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm provides a variety of investment implementation options across multiple platform arrangements, combining proprietary and third-party strategies, with both discretionary and non-discretionary management.

Jonathan Beitler is a financial advisor with Cambridge Investment Research Advisors in Boca Raton, FL, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at FSC Securities Corporation for 13 years before joining Cambridge Investment Research Advisors in 2019. Outside of his advisory work, he is CEO and co-owner of Trinity Creek Farms, Inc., a livestock sales and leasing business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm utilizes multiple custody platforms and offers both proprietary and third-party investment strategies, emphasizing tailored approaches to client objectives.