Andrea Reyes

Andrea is a dedicated Registered Wealth Associate with a passion for helping individuals achieve their financial goals. Holding a Bachelor of Arts degree in Psychology from the University of the Incarnate Word, Andrea brings a unique blend of analytical thinking and empathy to the world of wealth management. She obtained her FINRA licenses in 2023, meeting regulatory and compliance standards. Andrea joined The Perez Private Wealth Group as a Registered Wealth Associate in April 2024. In this role, Andrea undertakes an array of responsibilities including client onboarding processes, generation of reports that aid in the creation of portfolios and providing comprehensive assistance to clients in navigating their financial decisions. Additionally, she plays a pivotal role in handling administrative and operational tasks, ensuring seamless client account maintenance.

Outside of work, Andrea enjoys spending quality time with her fiancé and daughter. She also loves traveling, exploring different cuisines, and caring for her pets.