About Reese Mona
Growing up on his family’s 37-acre working farm taught Reese Mona the values of hard work, humility, self-motivation, patience, and the importance of caring for others. Those values translated into a successful basketball career at the University of Maryland and have shaped him into the compassionate financial advisor he is today.
As a fully licensed advisor who has also earned the Qualified Plan Financial Consultant® credential, Reese has the knowledge and qualifications to provide advice, financial planning, and investment management solutions. But Reese’s real strength is his ability to build relationships and make connections. He develops comprehensive plans for individuals, families, and business owners to help them achieve their financial goals and leave the legacy they desire. Your family achieving their financial goals is as important to Reese as it is to his clients. That additional credential he earned also allows him to help corporate retirement directors build and manage retirement plans to provide the best care for their employees.
Reese played for four years on the University of Maryland Men’s Basketball Team, including the 2020 Big Ten Championship Team, while earning a Bachelor of Science degree in Finance and a Master of Science degree in Business Management. He still attends as many games as he can and is a member of The Terrapin Club. Reese maintains close connections with his fellow basketball alumni.
Reese enjoys being involved in athletic activities in his community. He works out at Coal Road CrossFit in La Plata, is the head freshman and assistant varsity coach for the Maurice J. McDonough High School basketball teams and plays in a pickleball league at Hawthorne Country Club. He also enjoys spending time with his close family and hiking and traveling with his wife, Brooke Mona. Reese and Brooke, both scholar athletes, met during their freshman year at Maryland
Securities Agent: GA, ME, PA, NJ, NH, NC, KY, CO, WI, TX, OR, NY, HI, DE, CA, OH, NV, LA, FL, IL, DC, WV, UT, SC, MD, MA, CT, AL, AK, WA, VT, VA, RI, MI, IN, AZ, TN, MT; General Securities Representative; Investment Advisor Representative
NMLS#: 2497307