Robert Reese

Background

About Robert Reese

The White, Reese, Gardner Group has provided knowledgeable advice and wealth management services at Merrill Lynch for more than 60 combined years. We have extensive experience assisting high-net-worth clients with retirement and helping clients focus on estate planning issues, working with their advisors in developing their estate plan, private money management, concentrated stock positions, liability management, business financial services, and wealth transfer. Our clientele predominantly comprises affluent families, corporate executives, professional athletes, and successful business owners who value the wealth management approach we bring to the relationship. It is a relationship based on trust, integrity and the quality of advice. This relationship is focused on your needs, coordinated by your financial advisory team and driven by a disciplined wealth management process. We work closely with your other professional advisors; including estate attorneys, certified public accountants and insurance professionals. Certified Financial 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 CFP Board’s initial and ongoing certification requirements.