Mike Reese in

Mike Reese

Inquirer · DISC type cd
Senior Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management
📍 Conroe, Texas, United States

Mike is a Senior Financial Advisor and Assistant Vice President at Merrill Lynch, bringing over 30 years of experience. His background includes 26 years in finance and accounting, with 12 years in CFO roles for manufacturing and private equity companies. He holds a Bachelors Degree from Stephen F. Austin State University.

A resident of Conroe, Texas for over 25 years, Mike is established in the local community where he lives with his wife. His professional focus is on serving the Conroe and Montgomery area, helping clients navigate their financial futures with his extensive experience.

Unique Fact: Before advising individuals, Mike spent over a decade as a Chief Financial Officer for private equity and manufacturing firms.

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Experience
3 Years
Current Role
Senior Financial Advisor, Assistant Vice President
Job Level
Leadership
Location
Conroe, Texas, United States
Personality Overview

How Mike shows up

Upfront
ROI Conscious
Demanding

They care equally about the product and its potential impact. They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Priorities

Topics Mike cares about

Investment Strategy
His public posts analyze how inflation, interest rates, and Federal Reserve policies impact investment strategies and market performance.
Market Outlook
Frequently shares insights and analysis on market trends, including mid-year outlooks, to help clients prepare for potential opportunities and risks.
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Career

Work history

11-2022
Senior Financial Advisor, Assistant Vice President
Merrill Lynch Wealth Management
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1987 - 1991
Bachelor's Degree
Stephen F. Austin State University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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