Senior Vice President–Wealth Management
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.
CERTIFIED FINANCIAL PLANNER™
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.
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.