Veteran Advisor Goes Indy with EverSource
EverSource Wealth Advisors® is pleased to announce the addition of Micky Reeves, CFP®, to the EverSource platform. Reeves is opening EverSource’s Dallas, Texas-based advisory office having previously been at one the nation’s largest registered investment advisor (RIA) firms.
October 18, 2021
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
A Birmingham-based RIA, EverSource has added eight new advisors to its Total Support platform this year, providing regulatory compliance, proprietary technology, and investment oversight. EverSource works with multiple custodians for clients assets, including TD Ameritrade, Charles Schwab, and Fidelity.
Launched in 2017, EverSource was created to offer a distinctive culture and business model that moves advisors and their clients to planning and investing with impact. Accordingly, advisors affiliated with EverSource benefit from a wide range of investment opportunities for impact investing, values-based investing, and investments in other private assets.
Reeves views the wealth management industry as generally commoditized when it comes to traditional portfolio management and fee-only financial planning. He has found that his exclusive niche is at the intersection of financial life planning, values-based ? investing, and family office type offerings. He believes this three-pronged framework is best suited for him to fulfill his mission to help people pursue their best life possible with the resources they have—their time, talent, treasure, and relationships.
“By partnering with EverSource Wealth Advisors®,” Reeves explained, “I have the freedom to run my practice in a way I believe is best for my clients and team. I have access to a highly experienced team on the leading edge of values-based planning and private market impact investments.”
Reeves concluded, “Most importantly, I am partnering with an organization that intimately aligns with my core values and purpose.”
Reeves’s background encompasses more than two decades of financial management experience, including executive leadership with Fortune 500 company USAA. Prior to partnering with Eversource, Reeves served as president and chief compliance officer of JWA Financial Group, a private wealth management firm in Dallas.
Ed Hart, EverSource director of marketing and business development, said, "Micky represents the ideal advisor for the EverSource platform. We designed our services specifically to support a life-planning-based wealth management approach like his, utilizing a values-based investment philosophy, and offering a broad and deep level of services for high-net-worth and ultra-high-net-worth families. Micky’s passion and track record of leadership will be a tremendous asset to EverSource and our family of advisors.”
About EverSource Wealth Advisors
EverSource Wealth Advisors® is an RIA that equips financial advisors to serve their clients with excellence, grow their business and income, and experience the benefits of a culture and community aligned with their values. Currently supporting more than $1 billion in investment assets, EverSource offers a financial services platform with investment resources, back-office support, and technology for independent advisors.