Lauretta Reeves
CFA®, AWMA®
Islamorada Investment Management
Partner and International Portfolio Manager
Lauretta Reeves
CFA®, AWMA®
Islamorada Investment Management
Partner and International Portfolio Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Lauretta Reeves, CFA®, AWMA®
Fee-Only financial planner located in Raleigh, NC, serving clients locally and across the country
Lauretta Reeves is a Raleigh, NC fee-only financial advisor serving clients locally and across the country. Islamorada Investment Management provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Lauretta Reeves is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Lauretta “Retz” Ann Reeves is the international equities portfolio manager and a wealth management advisor at Islamorada Investment Management (IIM). Ms. Reeves joined IIM in 2013. She has served as a portfolio manager and Co-Chief Investment Officer of the Value Strategy at Hansberger Global Investors (HGI). Before HGI, Ms. Reeves was a portfolio manager and Senior Vice President with Franklin Templeton Investments.
Ms. Reeves is a CFA® Charter Holder and a member of the CFA Institute, where she is a member of the Practice Analysis Working Body, The CFA Society of North Carolina, and the Business and Professional Women/Triangle. She holds the designation of Accredited Wealth Management Advisor (SM) (AWMA®) from the College of Financial Planning. She received a BBA from Florida International University with High Honors and an MBA from Nova Southeastern University.
Founded in the Florida Keys in 2008, Islamorada Investment Management is a fee-only Registered Investment Advisor specializing in investment and planning services for individuals, families, retirees and small business owners throughout the U.S.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Lauretta Reeves is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Lauretta Reeves is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Lauretta Reeves is an Accredited Wealth Management Advisor® (AWMA®)Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
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Lauretta Reeves Earned the CFA Institute Certificate in ESG Investing
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Lauretta Reeves Serves on the Burroughs Wellcome Fund Board of Directors
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Lauretta Reeves is a Featured Member of the Business and Professional Women/Triangle
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Lauretta Reeves Previously Served on the Board of Governors as Vice Chair of the Investment Committee for the Community Foundation of the Florida Keys
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Lauretta Reeves was Previously Featured as one of the Humans of the Keys
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Lauretta Reeves is the Author of Advice from a Broad Abroad
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Lauretta Reeves is the Author of Adopted Paws
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Lauretta Reeves's Book, Adopted Paws, is Reviewed on AuthorsDen.com
Contact Lauretta Reeves
Office Locations:
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By Appointment
Raleigh, NC 27244
