Matthew Reeves Email & Phone Number
SVP, Sales Manager - Private Wealth Management @ UMB Bank
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Matthew Reeves Location
- Kansas City, MO, US
Matthew Reeves Work
- SVP, Sales Manager - Private Wealth Management @ (January 2025 - Present)
- Chief Operating Officer @ Cairn Wealth Advisors (October 2021 - September 2024)
- Senior Vice President of Wealth Management @ (November 2019 - September 2021)
- Senior Vice President, Product and Planning @ (August 2017 - October 2019)
- Senior Vice President, Advisory Products and Platform @ (January 2015 - July 2017)
- Vice President, Advisory Products and Services @ (January 2012 - December 2014)
- Vice President, Financial Planning @ (January 2007 - December 2011)
- Director, Financial Planning @ (July 2005 - December 2006)
- Senior Consultant, Financial Planning @ (April 2002 - June 2005)
- Manager Consulting Services @ BMA Financial Services, Inc. (January 1996 - January 2002)
- Office Manager and Financial Paraplanner @ The Personal Financial Management Group (January 1993 - January 1996)
Matthew Reeves Education
- Kansas State University
Bachelor's degree (Business Administration and Management, General)
1988-1993
Matthew Reeves Skills
- Series 24
- Series 66
- Series 7
- Uniform Combined State Law
- Series 63
- Asset Allocation
- Mutual Funds
- Wealth Management
- Alternative Investments
- Securities
- Retirement
- Financial Services
- Investment Advisory
- Investment Management
- 401k
- Investments
- Retirement Planning
- Fixed Annuities
- Portfolio Management
- FINRA
- Investment Strategies
- Commercial Real Estate
- Asset Management
- Financial Advisory
- ETFs
- Project Management
- Public Speaking
- Financial Analysis
Matthew Reeves Summary
- Matthew Reeves, based in Kansas City, MO, US, is currently a SVP, Sales Manager - Private Wealth Management at UMB Bank. Matthew Reeves brings experience from previous roles at Cairn Wealth Advisors and Waddell & Reed. Matthew Reeves holds a 1988 - 1993 Bachelor's degree in Business Administration and Management, General @ Kansas State University. With a robust skill set that includes Series 24, Series 66, Series 7, Uniform Combined State Law, Series 63 and more. Matthew Reeves has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Matthew Reeves?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co