Jacqueline Reeves

Managing Director/Investment Advisor

Boca Raton, FL

Jacqueline Reeves is Managing Director of Bell Rock Capital, LLC. She heads the firm’s research and portfolio strategy group. At Bell Rock, our 401(K) advisory services include the role of financial advisor on the company plan which provides proactive investment selection, monitoring and employee education. Ms. Reeves is a resource for national media, including CNBC, Bloomberg television and radio, The Wall Street Journal, Business Week and various other printed media. Our mission is to deliver returns consistent with client goals.

Prior to joining Bell Rock Capital, Ms. Reeves was Managing Director at Ryan Beck & Co., leading the financial institutions research effort. Prior to 2003, Ms. Reeves was Director of Research at Putnam Lovell NBF as well as a senior publishing analyst. Jackie reviewed all financial services sector research products, encouraged the development new ideas, and promoted interaction among the sectors covered.  She managed planning, recruiting, budgeting and forecasting for the Research department and the Production area. She has also been an integral component of the highly regarded bank equity research team at Salomon Smith Barney (Citigroup), which received high rankings from Institutional Investor and Greenwich.

Jackie is a Board member of the Greater Boca Raton Chamber of Commerce, a 2013 DIAMOND Award recipient, a 2010 recipient of the Chairman’s Award, and chaired the 2011 Leadership Boca class. Ms. Reeves received the Mirror Ball trophy in 2011, co-chaired the Boca Ballroom Battle in 2012 and received the Community Service Award in 2015 from the George Snow Scholarship Fund.  Jackie was a Soroptimist Award recipient in 2013. Jackie remains very active in the community, volunteering with the Junior League, the Y, Florence Fuller Child Development Center and Leadership Palm Beach County.  Jackie chaired the Woman Volunteer of the Year luncheon in 2010 for the Junior League of Boca Raton. She is a Past President of the Junior League of Boca Raton and the Endowment Fund.