Mike Reid
,

Senior Vice President, Wealth Management Advisor
NMLS #558677

Two Belvedere Place
Mill Valley, CA 94941
415.289.8886
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

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.

About Me
Welcome

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.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Paul Stauffer
Wealth Strategies Advisor
Bank of America, N.A.
Arif Najieb
Regional Lending Specialist
Bank of America, N.A.
NMLS #1900355
About Merrill

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.

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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Michael Reid is registered to do business in AZ, CA, FL, GA, HI, IL, MT, NV, NY, OR, TN, TX, VA, WA.