Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 banking guidance focused on your needs. Working together, your Financial Advisor team and Lending Officer can draw upon an expansive array of lending 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.
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.
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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.