ELITE ADVISOR COACH
Dominique’ Reese has dedicated her entire 19-year career to serving in the financial services industry. As an elite advisor coach with CEG Worldwide, she deploys her strengths in relationship management, planning, sales and marketing, training and business development to help financial professionals take strategic actions to achieve their goals and dreams in order to live the lives that serve themselves, their families and their communities.
Previously, she was a financial advisor at Merrill Lynch and director of business development at NestWise, where she managed and developed the advisor salesforce into profitable change agents. As a coach, she partners with financial professionals to identify gaps within their business systems, strengthen processes within their business model, adopt new behaviors and implement proven frameworks to achieve desired outcomes. She has a contagious commitment to excellence that is coupled with passion and a human-centered approach.
As a high-performing entrepreneur, she understands the trials and triumphs of building successful businesses. She has launched a thriving coaching and consulting company, where she employs innovation and forward-thinking creativity to design simple yet provocative solutions that her clients value and trust.
Reese graduated from Princeton University with a degree in economics, has held several securities licenses and continues to invest in her professional development through high-touch training, programs and intensives. She serves on the Investment Task Force for the Association of Financial Counseling, Planning and Education, is treasurer for the Princeton University Class of 2006, and a board director for The Collective Identity, a mentoring program for female teens and young adults.