Principal
Current
Jul 2022 - Present
AeroLeads people directory · profile
Jim Reese Email & Phone Number
Principal, NewEdge Wealth
at
NewEdge Wealth
1 work email found
@swmgroup.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Principal, NewEdge Wealth
Location
Greater Pittsburgh Region, United States, United States
Who is Jim Reese? Overview
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Quick answer
Jim Reese is listed as Principal, NewEdge Wealth at NewEdge Wealth, based in Greater Pittsburgh Region, United States, United States. AeroLeads shows a work email signal at swmgroup.com and a matched LinkedIn profile for Jim Reese.
Jim Reese previously worked as Principal at Newedge Wealth and Owner at Strategic Wealth Management Group, Ltd.. Jim Reese holds Bachelor Of Arts & Science, Accounting And Finance, Magna Cum Laude from Robert Morris University.
Company email context
Email format at NewEdge Wealth
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{first_initial}{last}@swmgroup.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jim Reese. Compare company email patterns before reaching out.
Profile bio
About Jim Reese
Financial counsel to individuals and small businesses using skills acquired over 34 years to deliver customized ongoing wealth management programs with an emphasis on asset distribution, tax, asset allocation, insurance and estate planning strategies.Securities are offered through Mid Atlantic Capital Corporation (MACC), a registered Broker Dealer, Member FINRA/SIPC. Financial Advice is offered through Mid Atlantic Financial Management, Inc. (MAFM) a Registered Investment Adviser. Strategic Wealth Management Group, Ltd. is not a registered entity or a subsidiary or control affiliate of MACC or MAFM. Neither MACC, MAFM, nor Strategic Wealth Management Group, Ltd. provide tax or legal advice. Posted comments may not be those of MACC, MAFM, or Strategic Wealth Management Group, Ltd. Posted comments may not be representative of the experience of clients and do not indicate future performance or success. MAFM & Strategic Wealth Management Group, Ltd. do not solicit investment advisory endorsements via wall comments or the “like” function.
Current workplace
Jim Reese's current company
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3 roles
Jim Reese work experience
A career timeline built from the work history available for this profile.
Owner
Strategic Wealth Management Group, Ltd.
May 1993 - Jul 2022
Principal
Strategic Wealth Management Group, Ltd.
May 1993 - Jul 2022
2 education records
Jim Reese education
Bachelor Of Arts & Science, Accounting And Finance, Magna Cum Laude
High School Diploma
FAQ
Frequently asked questions about Jim Reese
Quick answers generated from the profile data available on this page.
What company does Jim Reese work for?
Jim Reese works for NewEdge Wealth.
What is Jim Reese's role at NewEdge Wealth?
Jim Reese is listed as Principal, NewEdge Wealth at NewEdge Wealth.
What is Jim Reese's email address?
AeroLeads has found 1 work email signal at @swmgroup.com for Jim Reese at NewEdge Wealth.
Where is Jim Reese based?
Jim Reese is based in Greater Pittsburgh Region, United States, United States while working with NewEdge Wealth.
What companies has Jim Reese worked for?
Jim Reese has worked for Newedge Wealth and Strategic Wealth Management Group, Ltd..
How can I contact Jim Reese?
You can use AeroLeads to view verified contact signals for Jim Reese at NewEdge Wealth, including work email, phone, and LinkedIn data when available.
What schools did Jim Reese attend?
Jim Reese holds Bachelor Of Arts & Science, Accounting And Finance, Magna Cum Laude from Robert Morris University.
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