My Background

James Reeves

Investor Adviser Representative

 

James “Bubba” Reeves has been in financial services since April of 2005. Making the decision to join New York Life at the encouragement of his wife, Nicole, in June of 2011. They have a son Sterling born in July of 2017.  

James specializes in working with closely held businesses, executives, retirees, and families in the areas of estate planning, business succession, retirement planning, and risk management. His goal is to be a resource to his community by helping people plan for the future today, making complicated financial matters simple. He has developed a process and approach to planning that allows clients to be educated to make an informed decision on the path that is right for them. Answering questions in understandable terms allows his clients to take action with confidence and knowing they have an adviser they can trust and work with for years to come.

He gains joy by serving others, and is a member of the West Valley Mavericks. The Mavericks are an organization that raise money for charities and non-profits in the West Valley to financially support the good they do in the community. Additionally, he serves on the board of Billy's place, a non-profit focused on supporting grieving children and parents after the loss of a sibling or close family member.

 
 
 

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