Brie Reyes, CFP, ChFEBC, CDFA in

Brie Reyes, CFP, ChFEBC, CDFA

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President at Estes Financial Services, Inc.
📍 Dallas-Fort Worth Metroplex, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
21 Years
Current Role
President
Job Level
Mid-senior
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Brie shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brie cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2016
President
Estes Financial Services, Inc.
7-2019
Chartered Divorce Financial Analyst: Reducing Financial Stress in Divorce | CEO/Founder
Smart Financial Divorce
2008 - 12-2015
Vice President, Financial Planning & Capital Markets
Riley Wealth Management, LLC
9-2004 - 1-2008
Financial Advisor
Raymond James Financial
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2000 - 2004
Bachelor’s Degree
Texas A&M University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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