William B. Reeve
MBA, EA, CFA, CFP®
Director of Financial Planning

ext. 131 | wbr@assetstrategyrc.com | vCard

William B. Reeve, MBA, E, CFA, CFP®, received his Certified Financial Planner designation from the College of Financial Planning.  Bill has been in the financial services industry for nearly 30 years.  Bill is a professor at both Boston University and Northeastern University, teaching in the area of tax and investment planning to CFP® candidates and accounting and finance in the graduate program.  As Director of Financial Planning, Bill oversees all areas of financial planning, is a member of the investment committee and helps establish the firm asset allocation strategies. Bill received his BA in Economics and his MBA in Finance from University of Bridgeport.  Bill is also a founding member of Boston Chapter of Beta Gamma Sigma, a national honor society for business students.  Bill is also a member of the Boston Security Analyst Society and the Financial Planning Association.