Prior to joining Merrill in Las Vegas in 2014, Reese spent 2 years in Los Angeles, California, where he worked for a large team as a Senior Wealth Strategy Associate in the Private Wealth Management Division at UBS. Reese’s team was responsible for overseeing the assets for high net-worth individuals and families. Prior to his time at UBS, he held the same position on that team at Merrill as part of Merrill Private Banking and Investment Group.  Reese earned his Bachelor of Science degree in Finance from Brigham Young University and is a holder of the CERTIFIED FINANCIAL PLANNER^™ certification issued by the Certified Financial Planner Board of Standards, Inc.  Reese’s experience also includes internships with Merrill in Las Vegas, Nevada and Provo, Utah, JP Morgan Private Bank, and Atlantic Trust. Reese was recognized by Forbes Magazine in 2023 as a part of a  “Best-in-State Wealth Management Team” for the state of Nevada (Published on January 12, 2023. Rankings based on data as of March 31, 2022).

Reese resides in Summerlin with his wife, Megan, and their three children.  He enjoys hiking, boating, volleyball and basketball.


*Source: The Forbes “Best-in-State Wealth Management Teams" list, published on January 12, 2023. Rankings based on data as of March 31, 2022. Data provided by SHOOK^® Research, LLC.  Forbes “Best-in-State Wealth Management Teams" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.