Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill Lynch Wealth Management Advisor, I focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them.
Brendon and his team work closely with clients to create individually tailored financial strategies. Brendon believes that true financial success is achieved when your portfolio enables you to reach your goals.
Brendon and his team help clients make informed decisions to fit short and long term goals, life changing events, career transitions and retirement needs. It is important for an investor to have a wealth management strategy that incorporates all facets of a client’s life, take a diversified and disciplined approach to investing, and to reevaluate these strategies routinely.
His most deeply held commitment and tradition is that clients’ interests come first. Earning your trust is his goal, and encourages you to contact his team at any time.
|Brendon Reese, CRPC®
Brendon has over 15 years experience in the financial services industry. Brendon has earned the Chartered Retirement Planning CounselorSM CRPC® designation from the College for Financial Planning. Brendon resides in Northern New Jersey with his wife and three sons.
Laura has over 18 years in the financial services industry. Laura manages the administrative and day-to-day operations of the team. Laura resides in New City, New York with her husband and two daughters.
Additional Resource – Wealth Management Lending Officer
You may also benefit from the experience of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized home financing guidance focused on your needs. Working together, your Financial Advisor team and Lending can draw upon an expansive array of home financing solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Jason Hoffman, CFP®, Senior Wealth Management Lending Officer, supports your Financial Advisor team. Jason has been in the banking industry since 2004 and joined Bank of America in 2010. (NMLS#644454)
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Learn about the MyMerrill Mobile App.
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.