Andrew Reese
Coral Gables,FL
Summary
Financial Advisor with more than a decade of experience delivering comprehensive wealth management, investment advisory, and financial planning services to individuals and families. Experienced in portfolio strategy, retirement planning, and risk management solutions. Former United States Marine Corps Non-Commissioned Officer recognized for disciplined leadership, operational execution, and the ability to build long-term trusted relationships.
Overview
15
15
years of professional experience
Work History
Financial Advisor & Investment Advisor Representative
Coastal Wealth
01.2020 - Current
- Deliver comprehensive wealth management and investment advisory services to individuals and families.
- Construct personalized portfolio strategies aligned with client goals, time horizons, and risk tolerance.
- Conduct ongoing financial reviews and strategic planning across retirement, investment, and protection planning.
- Maintain long-term advisory relationships through proactive client communication and portfolio oversight.
Agent / Registered Representative
MassMutual South Florida
01.2014 - 01.2020
- Provided financial planning guidance including life insurance, retirement income planning, and investment solutions.
- Performed detailed financial needs analysis to design customized protection and accumulation strategies.
- Built a referral-driven client base through relationship-focused service and community engagement.
Non-Commissioned Officer
United States Marine Corps
01.2011 - 01.2017
- Led Marines in logistics and motor transport operations across multiple duty stations.
- Managed personnel, operational readiness, and mission-critical transportation logistics.
- Developed junior Marines through mentorship, leadership training, and operational oversight.
Education
Bachelor of Science - Finance
The Pennsylvania State University
University Park01-2009
Skills
- Wealth Management
- Investment Advisory
- Portfolio Strategy
- Retirement Planning
- Client Relationship Management
- Risk Management
- Strategic Planning
Websites
Timeline
Financial Advisor & Investment Advisor Representative
Coastal Wealth
01.2020 - Current
Agent / Registered Representative
MassMutual South Florida
01.2014 - 01.2020
Non-Commissioned Officer
United States Marine Corps
01.2011 - 01.2017
Bachelor of Science - Finance
The Pennsylvania State University
LEADERSHIP & COMMUNITY INVOLVEMENT
- Past President — Penn State Alumni Association, Miami Chapter
- Volunteer — Marine Toys for Tots Foundation (U.S. Marine Corps Forces Reserve)