Robert Reay

Robert Reay is an Adjunct Professor at The American College of Financial Services, teaching introductory courses on financial planning for the CFP® Certification Education and ChFC® Programs. He also serves as a Senior Financial Planner at Adams Wealth Advisors in Logan, Utah, where he collaborates with advisors to optimize client wealth and decision-making. His career spans roles as a financial advisor at JP Morgan and E*TRADE, and as Financial Planning Director at Morgan Stanley, focusing on wealth strategies for ultra-high net worth clients.

Reay holds a Bachelor of Science in Finance from Brigham Young University and a Master’s in Personal Financial Planning from Texas Tech University, where he acted as a Teaching Assistant for Deena Katz, CFP®. His expertise includes

• Retirement Planning
• Insurance
• Risk Management

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Personal interests include hiking, camping, skiing, chess, and audiobooks related to ancient religions, history, and economics.