Anton Reese, MBA
About Anton Reese, MBA
Anton Reese, MBA, is a Senior Wealth Consultant at Charles Schwab and a Private Client Investment Consultant at TD Ameritrade with extensive experience in financial consulting and investment strategy.
Title
Anton Reese currently holds the position of Private Client Investment Consultant. He also serves as a Senior Wealth Consultant at Charles Schwab.
Education and Expertise
Anton Reese earned a Bachelor of Arts in Economics from the University of Virginia, studying from 1999 to 2003. He also holds a Master of Business Administration (MBA) from Averett University. With specialized expertise in strategic and tactical portfolio management, Anton focuses on the mass affluent client segment. His skill set includes goals-based and pragmatic financial planning, estate planning, and tax analysis.
Professional Background
Anton Reese started his career as an Intern at Morgan Stanley in 2003, then worked at State Farm Insurance Co. as Team Leader I/Underwriter for a year from 2004 to 2005. He served as a Financial Advisor/Insurance Agent at Mutual of Omaha from 2005 to 2008. Anton continued his career at Wachovia, A Wells Fargo Company, as a Personal Banker for two years. From 2011 to 2014, he was a Certified Special Needs Advisor at Merrill Lynch. Anton then moved to Merrill Edge as a Financial Solutions Advisor, working from 2014 to 2017. He transitioned to TD Ameritrade, first as a Senior Financial Consultant from 2017 to 2020, and currently serves as a Private Client Investment Consultant. He has also been a Senior Wealth Consultant at Charles Schwab since 2023.
Achievements
Anton Reese has developed a strong background in investment strategy development. His professional journey reflects a consistent focus on delivering tailored financial solutions through strategic and tactical portfolio management. He has also honed his skills in estate planning, tax analysis, and pragmatic financial goal-setting throughout his career.