Private Wealth Management

Reese Way

Financial Consultant

Direct: (803) 343-0143

Philosophy & Approach

Reese Way joined Stephens Private Client Group in 2016 as a Financial Consultant and works with his father and team senior partner, Dennis, and Donnie Whisenhunt. According to Reese, “A successful wealth management plan requires due diligence, a solid strategy, and an understanding of the intricacies that go into development and implementation of each one. As a team, we convey the importance of integrating investment and planning strategies into one extensive process.”

Rose Siron, a registered sales assistant with over 10 years of administrative experience, supports the Way Group.

Experience & Education

Prior to joining Stephens, Reese was with Vista Wealth Management and Harwood Wealth Management. Reese graduated with honors from the University of South Carolina with a Bachelor of Arts in Economics and a minor in Political Science.  

Personal

While wealth management and investment management are Reese’s passion, he also enjoys reading, landscaping, and spending time with friends and family. 


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

For Retail Investors: Form CRS

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