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Jacqueline Reeves

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Jacqueline Reeves is Managing Director of Bell Rock Capital, LLC. She heads the firm’s research and portfolio strategy group. At Bell Rock, we focus on building wealth for individual and families as well as 401k advisory services including on-going monitoring of investments and employee education. Ms. Reeves is a resource to the national media, including CNBC, Bloomberg television and radio, The Wall Street Journal, Business Week and various other printed media. Our mission is to deliver returns consistent with client goals. Jackie serves as a Trustee board member with the YMCA of South Palm Beach County. She is an executive Board member of the Greater Boca Raton Chamber of Commerce, a 2013 DIAMOND Award recipient, a 2010 recipient of the Chairman’s Award, and chaired the 2011 Leadership Boca class.  Jackie volunteers with the George Snow Scholarship Fund and the Junior League of Boca Raton.  Ms. Reeves was a Soroptimist Award recipient in 2013 and a Woman Volunteer of the Year nominee for the Junior league of Boca Raton in 2017. Jackie is a Past President of the Junior League of Boca Raton, the JLBR Endowment Fund and the Spirit of Giving network. Ms. Reeves holds the Certified Financial Fiduciary®, AIFA® and PPMTM designations. The AIFA Designation certifies that the recipient has advanced knowledge of fiduciary standards of care, their application to the investment management process, and procedures for assessing conformance by third parties to fiduciary standards. The PPC Designation certifies that the recipient has specialized knowledge of retirement plan compliance requirements, common plan services, and plan administration.

Professional Experiences

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Professional Licenses

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Certified Financial Fiduciary ®

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