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Charlene Reekie
Client Service Associate

Charlene joined Bailey Financial Group, an affiliate of Crux Wealth Advisors (2022), located in Buffalo, NY, in 2016. As a Client Service Associate, she provides critical day-to-day client support from opening and maintaining to addressing client inquiries and processing requests promptly. Her primary focus each day is ensuring that accurate and speedy service is achieved for our clients. 

The enthusiasm that Charlene has for her career begins with the relationships she has established with our clients. She enjoys the variety of responsibilities that her role requires. She works tirelessly to ensure that our clients have an outstanding experience, feel cared for, and secure throughout the process of working with our team.

Before joining our team, Charlene gained extensive industry experience and established herself as an expert among her peers. She began her career with Morgan Stanley in 1987 as a Sales Assistant for seven years before moving into operations for 21 years. Her background in these areas continues to enhance our team. Charlene chose to pursue a career in this continually changing field because it creates a challenging work environment that allows her to continuously learn, evolve, and grow as a professional and provide the best service possible to our clients.

Charlene Reekie

My family is the center of my world, and I spend time with them every chance that I get. I have two wonderful daughters, Jennifer and Kimberly, who have given me five fantastic grandchildren. I love to attend my grandchildren’s sporting and school events and genuinely enjoy watching them grow up. I enjoy getting lost in a great book in my free time, and I also love the adventure of traveling. I look forward to taking my grandchildren on my travels one day to make memories that will last a lifetime. 

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