Mike Reese

Inquirer
DISC Type : cd

Senior Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management

Conroe, Texas, United States

Overview

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.

Personality Overview

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.

Topics They Care 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.
Portfolio Management
As a Senior Portfolio Advisor, he specializes in recommending Merrill Lynch or third-party investment strategies, funds, or portfolios to meet client objectives.

Media Appearances

Mike has no verified media appearances

Work History

11-2022
Senior Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management

Education

1987 - 1991
Bachelor's Degree from Stephen F. Austin State University

More Information

Social Presence :

Prographics :

Exp : 3 Location : Conroe, Texas, United States Job Level : Leadership Designation : Senior Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management
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Insights For Selling To Mike

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Tell them that you are there to help them create visible impact within their organization
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Don’t expect them to change their mind quickly if they say no once
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mike is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Mike

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Mike move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Mike take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Mike

Personality Compatibility


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