Meet Reece Betcher
Reece is a Wealth Advisor based in Portland, Oregon. He joined Mercer Advisors with experience from TIAA, Charles Schwab, and Edward Jones, where he began his financial services career in 2018. Reece is a CERTIFIED FINANCIAL PLANNER® professional. He earned a B.S. degree in philosophy from Portland State University.
Reece Betcher’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Reece Betcher has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Guiding higher education professionals in maximizing benefits and preparing for retirement
His working style
Reece provides thoughtful answers to questions that map the complex multi-faceted details of your financial plan into the grander narrative of your financial life. He has a knack for connecting the dots, understanding your communication style, and helping make complex concepts and decisions easy to understand and to make. He’s patient, calm, personable, and contemplative.
Reece Betcher in real life
Any words you try to live by?
“We are what we repeatedly do. Excellence, then, is not an act but a habit.” – Aristotle
What keeps you busy outside of work?
Reading, weight training, long walks, enjoying the outdoors, learning as much as I can, chess, watching movies and TV, connecting with friends and family, and church services.
Favorite thing about where you live?
Four distinct reasons I love Portland: diverse geography, great food and coffee, family roots, walkability and greenery.
Meet Reece Betcher’s Teammates
Karrie Spencer
Managing Partner
What Reece Betcher Says
Karrie is responsible for leading Mercer Advisors in our area and pursuing our mission to ensure we’re creating the best context possible for Economic Freedom™. We achieve this by striving to provide such great care that every client feels as though they are our only client.
James Roundy
Wealth Advisor
What Reece Betcher Says
James showed me what’s so meaningful about being a part of Mercer Advisors. He has a knack for helping others take tangible steps towards improving clients’ outcomes. In our role, we have an immense responsibility to ensure we’re properly stewarding people towards Economic Freedom™. What’s meaningful about our role is that we give advice about the most important areas in people’s lives.
Lorenzo Riley
Principal
What Reece Betcher Says
Lorenzo leads my team and sets the standard for collaboration, care, and knowledge amongst us. His leadership helps us make a meaningful impact on families throughout the Portland area.
Ready to learn more?
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