Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Michael H. Reid, CFA, CFP® - Wealth Management Advisor, Senior Vice President - Wealth Management
Michael provides wealth management and financial strategies to some of the firm's most affluent clients. He has over 20 years of wealth management experience and joined Merrill Lynch in 1992.
After a thorough review of client objectives and risk tolerance, his group tailors a portfolio designed to meet the risk/return needs of the investor while considering the investment time horizon, tax consequences, liquidity needs, any legal considerations and other unique circumstances. His team's philosophy emphasizes risk reduction through a long-term approach using asset allocation strategies.
Michael Reid obtained his Bachelor of Science in Economics from the University of the Pacific. He holds an MBA from Sacramento State University, and a Master of Science in Finance from the Kelley Business School at Indiana University. He has participated in executive education programs at Wharton.
He completed a three year curriculum in investment analysis and portfolio management and has been awarded the Chartered Financial Analyst®, designation. He obtained his CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board of Standards, and has completed the Chartered Financial Consultant® credential from The American College. Michael has both the Series 7 and Series 66 FINRA registrations.
Mike is an active member in the Security Analysts of San Francisco, The CFA® Institute, and the Financial Planning Association.
He lives with his wife and three children in Marin, north of San Francisco. He enjoys playing classical and jazz piano, playing tennis, and snow skiing.
|Linda Stalcup - Registered Senior Client Associate
Linda has been with Merrill Lynch for over 30 years in customer service and operations. Linda has held both the Series 7 and Series 66 FINRA securities registrations since 1981. In her spare time she enjoys the sport of Dressage with her horse, Franz.
Michelle Gipson - Registered Client Associate
Michelle joined Merrill Lynch in 1986 and brings 25 years of experience in customer service and operations. She received her B.S. degree from Colorado State University and has held her Series 7 and 63 FINRA registrations since 1991. Michelle and her husband Raymond have two children in college, Andrew and Jessica.
Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advise. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors. Certified Finacial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and CFP® in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute. Chartered Financial Consultant® and the ChFC® are the property of The American College. which reserves the sole rights to its use, and is used by permission.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
California State University System
Indiana University/Purdue University at Indianapolis
University of the Pacific
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.