Michael H. Reid, CFA, CFP® - Senior Vice President - Wealth Management Advisor
Michael provides wealth management and financial strategies to some of the firm's most affluent clients. He has over thirty years of wealth management experience and joined Merrill Lynch Wealth Management in 1992.
After a thorough review of client objectives and risk tolerance, his group tailors a portfolio designed to meet the risk/return needs of the investor while considering the investment time horizon, tax consequences, liquidity needs, any legal considerations and other unique circumstances. His team's philosophy emphasizes risk reduction through a long-term approach using asset allocation strategies.
Michael Reid obtained his Bachelor of Science in Economics from the University of the Pacific. He holds an MBA from Sacramento State University, and a Master of Science in Finance from the Kelley Business School at Indiana University. He has participated in executive education programs at Wharton.
He completed a three year curriculum in investment analysis and portfolio management and has been awarded the Chartered Financial Analyst® designation. He obtained his CERTIFIED FINANCIAL PLANNER™ certification from the CFP® Board of Standards, and has completed the Chartered Financial Consultant® credential from The American College. Michael has both the Series 7 and Series 66 FINRA registrations.
Mike is an active member in the Security Analysts of San Francisco, The CFA® Institute, and the Financial Planning Association.
He lives with his wife and three children in Marin, north of San Francisco. He enjoys playing classical and jazz piano, tennis, and snow skiing.
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Michelle Gipson - Registered Senior Wealth Management Client Associate
Michelle joined Merrill Lynch Wealth Management in 1986 and brings over thirty years of experience in customer service and operations. She received her B.S. degree from Colorado State University and has held her Series 7 and 63 FINRA registrations since 1991. Michelle and her husband Raymond have two children in college, Andrew and Jessica.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
