The Reed Group
Merrill Private Wealth Management
2049 Century Park East
Floor 11
Los Angeles CA 90067
(310) 407.3941
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Our Approach
A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.

Meet Our Team
Dale Reed
Managing Director, Private Wealth Manager
310.407.3941
Justin Crichlow,

AWMA™

Vice President, Private Wealth Senior Business Manager
310.407.3964
Patrick Leavitt,

CAIA®, CFA®

Vice President, Private Wealth Senior Investment Manager
310.407.3913
Andrea Daniel
Private Wealth Client Associate
310.407.3939
Austin Barger,

AWMA™

Assistant Vice President, Private Wealth Investment Management Specialist
310.407.3965
Richard R Flores
Private Wealth Client Associate
310.407.3967
About Private Wealth

Looking at your wealth from every angle

Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CAIA® and Chartered Alternative Investment Analyst® are registered service marks of the Chartered Alternative Investment Analyst Association.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.