Daylen Reyes
Daylen Reyes works with individuals, families, and business owners to help build, manage, and transfer wealth through personalized financial planning and investment guidance. His focus is on developing long-term, tax-conscious strategies that align each client's financial decisions with their unique goals.
Daylen partners with clients and their trusted advisors, including CPAs and attorneys, to develop coordinated wealth strategies that align investment decisions with broader financial, retirement, and legacy goals. Through a thoughtful approach to planning, he helps clients navigate complexity and make confident decisions for the future.
He holds FINRA Series 7 and Series 65 and Series 63 registrations
A strong financial strategy starts with a clear understanding of your goals, priorities, and vision for the future. My philosophy is centered on building lasting relationships, listening carefully, and providing personalized guidance for your unique circumstances. As your needs, priorities, and market conditions evolve, we'll regularly review your plan and make adjustments as needed to help keep you on track toward your long-term financial objectives.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
