Head of Portfolio Strategy and Research
Senior Investment Advisor
401(k) Advisory Services Manager
Jacqueline Reeves is Managing Director of Bell Rock Capital, LLC. She heads the firm’s research and portfolio strategy group and serves as a Sr. Investment Advisor.
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 to the national media, including CNBC, Bloomberg television and radio, The Wall Street Journal, Business Week and various other printed media.
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. She serves as President of the Spirit of Giving network and a Trustee board member with the YMCA of South Palm Beach County. Ms. Reeves was a Soroptimist Award recipient in 2013 and a Woman Volunteer of the Year nominee for the Junior league of Boca Raton in 2017. Jackie volunteers with the George Snow Scholarship Fund. Jackie is a member and Past President of the Junior League of Boca Raton as well as the Junior League of Boca Raton Endowment Fund.
Ms. Reeves holds the AIFA® and PPMTM designations. The AIFA Designation certifies that the recipient has advanced knowledge of fiduciary standards of care, their application to the investment management process, and procedures for assessing conformance by third parties to fiduciary standards. The PPC Designation certifies that the recipient has specialized knowledge of retirement plan compliance requirements, common plan services, and plan administration. She received her Series 7,63, 65, 66, and 24 FINRA licenses.