With over 15 years in the financial services industry, Reese joined Merrill Lynch Wealth Management in 2018. Prior to that, he had extensive international experience in equities, fixed income and wealth management at European banks as a trader, where he dealt with diverse clients including funds, private bankers, family offices, and high net worth individuals. Reese has strong analytical skills, with Bachelor’s and Master’s degrees in Engineering and a Master’s in Finance from top European universities.
Reese offers a comprehensive approach to managing wealth that begins with listening to clients' needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. His focus is on developing strategies and providing investment guidance to his clients by helping them manage their individual wealth to meet their individual goals, by providing access to the investment insights of Merrill and the banking convenience of Bank of America.
As a Merrill Financial Advisor, my mission, first and foremost, is to understand you and your priorities. I place my clients at the center of the wealth management process while maintaining a market focus to help you through difficult financial transitions and decisions that may arise. I start with a conversation, building a foundation that helps me understand your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, I customize disciplined wealth management strategies, drawing upon the investment insights of Merrill and access to the banking convenience of Bank of America. As your life and the markets change, we will be in regular contact with you to track and adjust our strategies.
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.
