Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Doug Brewer is a Financial Advisor and the Senior Resident Director of the Reno office of Merrill Lynch Wealth Management. As a Financial Advisor, Doug helps clients manage their personal and business finances. On the business side, he has worked with clients to establish owner/employee retirement plans, cash management strategies, and help meet their borrowing needs with access to lending services through Bank of America, N.A.
On the personal finance side, he focuses on retirement and estate planning services. Regarding retirement planning, he has worked with clients to establish goals and develop a strategy to help meet those goals. Regarding estate planning services, he has worked with clients and their advisors in developing their estate plan to help meet their legacy goals.
Doug has a BS degree in chemical engineering and a MBA, and is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and and holds the Certified Private Wealth Advisor® designation. He has worked in the financial industry for over 15 years, lives in Reno with his wife and two sons, and is an active supporter of local youth music programs and is on the Northern Nevada HOPES Board of Directors, the local HIV/AIDS and primary care healthcare clinic, and a member of the Board of Trustees of the Nevada Art Museum.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.
California State University System
University of Phoenix
Forbes' "America's Top State-by-State Advisors"
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.