Dylan Reed
I believe the best financial advice begins with understanding. Every client is unique, with their own goals, values, and priorities. By taking the time to learn what matters most to each client, I build long-term relationships founded on trust, personalized guidance, and a commitment to helping them pursue their vision for the future. My goal is to serve as a trusted resource, helping clients make informed decisions and stay focused on what matters most through every stage of life.
As a San Francisco Bay Area native, I have always appreciated the people, businesses, and values that make this region unique. Growing up in an area known for innovation and entrepreneurship sparked my interest in financial markets and ultimately led me to pursue a career as a Financial Advisor. I graduated from San Diego State University with a Bachelor's degree in Finance, where I further developed my passion for helping others achieve their financial goals.
Outside of work, I value spending time with my mother, father, and twin brother. In my free time, I enjoy traveling, golfing, staying active, exploring the outdoors, and attending live music events. As a lifelong Bay Area sports fan, I also follow the San Francisco 49ers, Golden State Warriors, San Francisco Giants, and San Jose Sharks.
Every client's financial journey is unique. My approach begins with understanding your goals, priorities, and concerns before developing personalized strategies tailored to your circumstances. I believe the best financial decisions are made through collaboration, education, and open communication, ensuring you remain actively involved throughout the planning process.
From client service to digital innovation, Merrill consistently earned national and global recognition as a leader in the financial services industry.
1. WealthBriefing WealthTech Americas Awards, February 2025. The judging process is guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector.
2. The Digital Banker Digital CX Awards, April 2025. Nominees are selected on the qualitative and quantitative depth of their nominations. The Digital Banker research team will shortlist four institutions or individuals per category, which will then be put to our impartial panel of expert judges who will undertake a rigorous audit type process to carefully select the winners.
3. Bank of America employs Ipsos, in conjunction with Qualtrics to continuously measure Merrill Lynch Wealth Management client satisfaction via an online survey. Results quoted are from surveys conducted June 1, 2024 – May 31, 2025, with a total sample of 40,742 clients randomly drawn from the Merrill Lynch Wealth Management client base after eligibility (minimum $100,000 in household assets, advised relationships) and privacy exclusions (deceased, in litigation, bad email address, etc., and had they been included percentages may be different). When asked how satisfied the client was with their primary financial advisor, 95% rated them a 9 or 10; 4% a 6–8; and 1% a 1–5.
4. Money Management Institute (MMI) / Barron's Industry Awards, October 17, 2024. Winners were selected by a specially appointed MMI Industry Awards Steering Council. The Steering Council consists of representatives from all segments of the MMI membership. After carefully reviewing the nominations submitted, the Steering Council determined a slate of finalists in each award category. The primary contacts at each of MMI's member firms were eligible to vote to determine the winners.