More about Rey Financial Group
The Rey Financial Group was founded in 2007 by father and daughter financial advisors, Manuel Rey, and Jaclyn Pennella. In 2010, Ashley Rey, CFP®, CDFA® joined, to form the current practice, with the goal of helping their clients build, manage, preserve, and transition their wealth. A holistic wealth practice, they do not just advise their clients on their investments, but also liabilities, risk management through insurance products, and trust & estate planning strategies.
In 2019, the father/daughters team moved to Wells Fargo Advisors’ independent channel, Wells Fargo Advisors Financial Network, to further elevate their clients’ experience from the minute they enter the door. Manuel has been a financial advisor since 1984, owing a lot of his success to having been an educator first. To this day, he prides himself in empowering the team’s clients by sharing his knowledge and experiences. Jaclyn joined her father 15 years ago as a graduate from Quinnipiac University. She is the Branch Manager, and in addition to her responsibilities as a financial advisor, also manages the practice’s compliance and operations. Ashley graduated from Vassar College in 2009 and joined her father and sister a year later. Earning her CFP® designation, as well as CDFA®, she spearheads the team’s goal-based planning and asset allocation recommendations.
All three partners spend time outside of office hours to give back and connect with their communities, through networking events, clubs, and non-profit boards. Marisol Fontanez is the Administrative Manager, and has been a part of the practice for the past 10 years. She handles documentation, money movements, and operations for the practice. Through guidance, the team aims to help their clients achieve their goals and dreams.