Family. Wealth. For Generations.

Reese Wealth Management

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Brendon Reese, CRPC, CPFA

    Brendon Reese, CRPC

    Senior Vice President–Wealth Management

    Portfolio Manager

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • KS
    • MA
    • MD
    • ME
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI

    Brendon Reese, Senior Vice President – Wealth Management, is the founding partner of Reese Wealth Management and leads their multi-generational team. With more than 20 years of experience in the financial services industry, Brendon helps clients and their families successfully navigate the uncertainty and achieve their life’s goals. Being a great listener, helping clients make informed decisions through critical life events and building a long-term plan are just some of the ways Brendon and his team add value every single day.  Additionally, as a UBS Retirement Plan Consultant, he advises business owners and their executive teams on how to implement holistic financial wellness within their organizations. Brendon’s most deeply held commitment and tradition is that clients’ interests always come first.  The superior experience that clients of Reese Wealth Management receive is a key pillar of their practice.

    Prior to joining UBS Wealth Management, Brendon served as both a Financial Advisor and a Resident Director at Bank of America/Merrill Lynch.  Brendon has earned his Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. Brendon also holds the UBS designations of Portfolio Manager and Retirement Plan Consultant. He maintains the Series 7, 9, 10, 63 and 65 securities licenses and is a life and health insurance agent.

    Brendon currently resides in Northern New Jersey with his wife and three sons. In his spare time, he enjoys spending time with his family and is passionate about coaching his sons in several sports.

        • Portfolio Manager
        • Chartered Retirement Planning Counselor
        • Retirement Plan Consultant
        61 South Paramus Road
        4th Floor
        Paramus, NJ 07652
        brendon.reese@ubs.com
        Brendon Reese, CRPC
        61 South Paramus Road,Paramus,NJ,07652
      • Michael Karlewicz, CFP

        Michael Karlewicz, CFP

        Financial Advisor

        CERTIFIED FINANCIAL PLANNER®

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        • CA
        • CO
        • CT
        • DE
        • FL
        • IL
        • MA
        • MD
        • ME
        • MN
        • MT
        • NC
        • NJ
        • NV
        • NY
        • PA
        • RI
        • SC
        • TX
        • VA
        • VT
        • WA

        Mike has been part of Reese Wealth Management for over five years and serves a variety of roles for the team. Mike and the team offer a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation, and what matters most to them. Specifically, Mike specializes in the team's comprehensive financial planning process, reviewing such topics as retirement planning, asset allocation, investment management and insurance needs. Mike’s personalized approach to every client ensures a consistent and superior experience that Reese Wealth Management prides themselves on. 

        As a CERTIFIED FINANCIAL PLANNER, Mike has received extensive training in advanced planning for retirement, college saving, insurance, and wealth transfer strategies. He also maintains his Series 7 and 66 along with life and health insurance licenses. Mike received his B.A. from Rutgers University – New Brunswick where he double majored in Economics and Labor Studies.

        Mike currently resides in Jersey City, NJ and enjoys summers at the beach, traveling, golf and volunteering within the community.

          • Rutgers University - New Brunswick, Bachelor of Arts - Economics & Labor Studies
          • CERTIFIED FINANCIAL PLANNER®
          61 South Paramus Road
          4th Floor
          Paramus, NJ 07652
          michael.karlewicz@ubs.com
          Michael Karlewicz, CFP
          61 South Paramus Road,Paramus,NJ,07652
        • Laura Lamond

          Laura Lamond

          Team Administrator

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          • DC
          • NJ
          • NY
          • PA
          • TX

          With over 20 years of industry experience, working closely with Brendon Reese, Laura oversees all day-to-day administration of operations for Reese Wealth Management.  Whether it is new client orientation and onboarding, account maintenance or client requests, Laura ensures the highest standard of service to every client. Along with Brendon and Mike, she recognizes that exceptional client service is the backbone of their practice.

          Prior to joining UBS Wealth Management, Laura was a Wealth Management Associate for Reese Wealth Management at Bank of America/Merrill Lynch.  Laura maintains her Series 6, 7, 63 and 66 licenses along with life and health insurance licenses.

          Laura resides in New City, New York with her husband and two daughters. In her spare time Laura enjoys traveling and spending time with her family. 

                61 South Paramus Road
                4th Floor
                Paramus, NJ 07652
                laura.lamond@ubs.com
                Laura Lamond
                61 South Paramus Road,Paramus,NJ,07652

              Connecting you to the deep resources of UBS

              By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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              A plan to simplify your financial life

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              Maximize your potential wealth

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              Turn possibilities into a plan

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              Women, wealth and well-being

              The challenges women breadwinners face embracing their financial clout

              Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

              We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

              Download the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.9+ trn

              UBS Group invested assets
              As of 06/30/2024

              Global leader

              UBS is a leading and truly global wealth manager

              Financial strength

              Driving confidence.
              A-  Standard & Poor’s
              A  Fitch
              A3
                Moody’s


              UBS AG, long-term senior secured debt rating. As of 03/31/2024

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