Bart A. Reese
As founder of the Reese Williams Wealth Management Group, Bart leads the team’s overall wealth management and investment initiatives, developing tailored strategies for individuals, families, and businesses. His mission is to help his clients organize their financial lives, establish their unique priorities, and capitalize on Stifel’s vast resources to pursue their goals with purpose and precision.
In 2018, 2019, and 2022 Bart was named to Forbes’ Best-In-State Wealth Advisors list. He focuses on holistic wealth planning, multigenerational wealth transfer, portfolio design and implementation, asset allocation, and risk management strategies. With more than 30 years of direct experience, he applies the knowledge and insight he has gained to help propel clients toward their long-term objectives.
Bart joined Stifel in 2019 after working at Merrill Lynch since 1991. Prior to joining Merrill Lynch, he spent two years as a staff accountant in Dallas and Houston. Committed to ongoing financial education, he has attained the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered Retirement Planning Counselor designation™, and the Certified Private Wealth Advisor® designation, which is administered by the Investments & Wealth Institute™ through coursework at the University of Chicago Booth School of Business.
Bart has been an active supporter of the Coastal Conservation Association, having previously served as development chair, chapter president, and state board member.
Bart and his wife, Mary, live in Houston with their four children. Outside the office, Bart enjoys a variety of outdoor activities, as well as traveling and deepening his passion for the Lone Star State. Forbes’ Best-In-State Wealth Advisors, April 7, 2022, February 21, 2019, and February 15, 2018, each based on the 12-month period ending June 30 of the year prior to publication. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.