Paul Michael Jocson Reyes
Advisor at Merrill — Oak Brook, IL Spring Rd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
19 years
Location
Oak Brook, IL 60523
Merrill
Institution
Paul Michael Reyes is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with entrepreneurs, professionals, business owners, corporate executives, retirees, and families, providing comprehensive wealth management strategies tailored to each client's unique goals. His expertise includes corporate benefits, family wealth management, managing new wealth, personal retirement planning, small business strategies, and retirement income planning. Paul emphasizes a client-centered approach, focusing on understanding clients' ambitions and responsibilities to deliver personalized financial solutions.
Paul has been a financial services professional since 1999, starting his career at Deutsche Bank Alex Brown and later gaining experience at UBS and Morgan Stanley before joining Merrill Lynch in 2015. As a founding member of the RLH Group, he assists clients that include venture capitalists, private equity and technology executives, attorneys, physicians, government employees, contractors, and many recent immigrants from Asia and the Middle East. He has substantial experience in concentrated stock transactions, corporate cash management, 401(k) plans, initial public offerings, mergers and acquisitions, succession and exit planning, and corporate and executive services.
He holds a Bachelor's Degree from George Washington University and several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Paul is also involved with professional organizations such as the Association of Corporate Growth - National Capital Region and the Tower Club of Tysons. His community involvement includes participation with AALEAD, the Alexandria Chamber of Commerce, HBI-DC, The Women Center, and Warrior Ethos. Outside of work, he enjoys basketball, golfing, running, soccer, and spending time with his family.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Oak Brook, IL Spring Rd
2021 Spring Rd
Oak Brook IL 60523
Advisors at this office
81
Illinois · Indiana · Texas
19 years of industry experience
Merrill
2023 - Present • 3 years
Oakbrook, IL
Northern Trust Securities, Inc.
2019 - 2023 • 4 years
Chicago, IL
Northern Trust Bank
2018 - 2023 • 5 years
Chicago, IL
Oppenheimer
2015 - 2018 • 3 years
Chicago, IL
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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