Shearer & Reed Wealth Management Team Team Photo

Shearer & Reed Wealth Management Team

Merrill Lynch Wealth Management
13355 Noel Road
Suite 700
Dallas, TX 75240
(972) 386-1302
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Shearer & Reed Wealth Management Team
Merrill Lynch Wealth Management
Welcome

We bring shared ideas and resources to clients, offering a goals-based wealth management approach that puts our clients, rather than the market, at the center of the wealth management process.  We help identify and prioritize clients’ goals and then provide access to the global investing resources of Merrill Lynch Wealth Management and the banking convenience of Bank of America to address them.  These goals might include planning for and funding children’s or grandchildren’s educations, helping to ensure that money lasts in retirement, covering potential health care costs, and preserving wealth.  We then develop a financial strategy aligned with those goals.

“Our team approach allows us to work together to address our clients’ most complex needs” - Mike Shearer, CFP
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Supporting your future
Recognition
Michael Shearer
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
About Us
Welcome

We bring shared ideas and resources to clients, offering a goals-based wealth management approach that puts our clients, rather than the market, at the center of the wealth management process. We help identify and prioritize clients' goals and then provide access to the global investing resources of Merrill Lynch Wealth Management and the banking convenience of Bank of America to address them. These goals might include planning for and funding children's or grandchildren's educations, helping to ensure that money lasts in retirement, covering potential health care costs, and preserving wealth. We then develop a financial strategy aligned with those goals.
"Our team approach allows us to work together to address our clients' most complex needs" - Mike Shearer, CFP

Meet Our Team
Mike Shearer,

CFP®

Managing Director, Wealth Management Advisor
972.980.8676
John Reed,

CFP®

Senior Vice President, Wealth Management Advisor
972.980.8675
Robert Boyd
Assistant Vice President, Senior Financial Advisor
972.386.1358
Zachary Burton,

CFP®,CRPC™

Vice President, Wealth Management Advisor
972.980.8633
Cameron Gilbert,

AWMA™,CRPC™

Assistant Vice President, Wealth Management Advisor
972.386.1384
Damian C. Escobar,

CRPC™

Assistant Vice President, Relationship Manager
972.386.1302
Angela Jeon,

CRPC™

Officer, Registered Wealth Management Client Associate
972.386.1348
Jose Braulio Lopez
Registered Wealth Management Client Associate
972.386.1330
Alejandra Puebla Virik
Wealth Management Client Associate
972.386.1372
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.
Lisa C. Gratz
Wealth Management Lending Officer
NMLS #536196
Austin Bertrand
Wealth Strategies Advisor
Emily Carmona
Wealth Management Banking Specialist
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.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.