The Taylor Gneiting Group

Merrill Lynch Wealth Management
400 S Rampart Blvd
Las Vegas, NV 89145
(702) 341.2062
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The Taylor Gneiting Group is dedicated to the prudent stewardship of its clients’ wealth with the highest level of personalized client service. The team leverages breadth and scale to provide an experience for clients similar to that of a boutique firm or family office.
The Taylor Gneiting Group
Welcome

The Taylor Gneiting Group’s mission is to deliver exceptional wealth management services through the prioritization of service excellence and relentless execution. Established and founded in Las Vegas, they are committed to providing personalized financial planning that caters to the unique needs of each client they service across the nation, driven by meticulous attention and unparalleled expertise. Guided by their belief that a client’s interests always come first, the Taylor Gneiting Group builds lasting relationships with the families they serve and always acts with the highest level of integrity.  The team places its clients’ interests at the heart of every interaction and has a passion for creating client delight. From complex investment analysis, to banking functions, they are determined to deliver the highest level of professionalism and service. 

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Recognition
James Taylor
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2020, 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
The Taylor Gneiting Group
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Approach

The Taylor Gneiting Group believes financial planning encompasses more than just investments and understands that each individual and family has distinct needs. The Las Vegas based team is comprised of three CERTIFIED FINANCIAL PLANNER® professionals who adhere to the highest standards of ethical and professional conduct. The wealth of knowledge and experience they bring to the financial planning process helps ensure that every recommendation is always in the best interest of its clients.

The Taylor Gneiting Group's process begins with a thorough assessment of your financial situation, goals, and the progress you've made thus far. The team will compare potential scenarios and find ways to balance competing goals to help you do more with your wealth. Based on insights from this analysis, they will work with you to develop a customized financial plan aligned with your unique goals and personal values, then assist in implementing the strategies recommended. Financial Planning is an ongoing journey, and The Taylor Gneiting Group is committed to supporting the families across the nation who choose to work with them. With regular reviews and updates, they will continue to adapt your plan to reflect evolving goals and life changes. Each member of The Taylor Gneiting Group is personally devoted to your financial success and are committed to being your steadfast resource in achieving your financial inspirations.

Meet Our Team
James Taylor,

CFP®, CRPC™

Senior Vice President, Wealth Management Advisor
702.341.2070
Reese Gneiting,

CFP®, CPFA®

First Vice President, Wealth Management Advisor
702.341.2040
Trent Gneiting,

SE-AWMA™

Assistant Vice President, Senior Financial Advisor
702.341.2097
Megan K Daly,

CFP®

Assistant Vice President, Registered Senior Wealth Management Client Associate
702.341.2062
Natalie Abraham
Officer, Registered Senior Wealth Management Client Associate
702.341.2031
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.
Valarie Beel
Wealth Management Banking Specialist
Merrill
Jodi Cody
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1516670
Brad Frandsen
Wealth Strategies Advisor
Bank of America, N.A.
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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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.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.