As a Financial Advisor, Michael Reyes believes in being an advocate for his clients and their families.
He serves as trusted advisor to families, retirees, corporate executives, business owners, and professionals. Michael has accumulated the experiences necessary to collaborate with his clients on the process of wealth accumulation, capital preservation, income planning and family/legacy planning.
With a focus on process and not product, Michael has adopted a client-centered approach to help him better understand what is truly important to my client's lives. He is then able to provide a comprehensive approach and tailored wealth strategy for his clients.
Michael joined Merrill Lynch Wealth Management in December of 2015. He has been a financial service professional since 1999, starting his career at Deutsche Bank Alex Brown. Michael has previously worked at UBS and Morgan Stanley.
Michael has experience providing corporate and executives services for companies, executives, entrepreneurs and venture capitalist. He has worked on initial public offerings, mergers and acquisition transactions and concentrated stock positions. Michael has developed 10b5-1 trading plans and has worked on restricted stock transactions.
Michael also has experience as part of a private wealth management/institutional consulting team providing customized solutions to their financial and wealth management needs.
Michael is a native Washingtonian and lives with his wife and 2 kids in the Washington Metropolitan area. He enjoy playing golf, fishing and watching sports. His passion is providing life experiences/memories for his family, friends and clients.
You should connect with Michael if:
- You are looking for a financial services professional who provides a comprehensive approach process for your financial affairs. He will not provide cookie cutter recommendations.
- You are looking to be a part of his network and connect with others within.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
