Reeya Patel

Reeya Patel is an Associate Planner and CFP® candidate at URS Advisory, where she supports our financial planning team throughout the data-gathering and plan development process. She graduated from the University of Florida’s Warrington College of Business with a degree in Wealth Management and a minor in Leadership and holds her FINRA Series 65 license.

While at UF, Reeya served as a teaching assistant for Intro to Financial Planning and held leadership roles with the Finance Professional Development Program and Gator Wealth and Asset Management. She also gained industry experience as a Registered Investment Advisor Intern with Charles Schwab and helped launch UF’s first Future Advisors Conference, connecting students with wealth management professionals from across the country.

Outside of the office, Reeya runs her own photography business, Captured By Reeya, and is a longtime competitive golfer. She also enjoys traveling, Pilates, reading, and listening to podcasts.