Reese Gneiting

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Las Vegas, NV 89145

Credentials

Series 66

Industry experience

12 years

About

Reese Gneiting is a Wealth Management Advisor with Merrill Lynch Wealth Management in Las Vegas. He partners on a team that develops tailored financial strategies for entrepreneurs, business owners, executives, and their families. Reese’s practice focuses on helping clients achieve their financial objectives through a transparent and disciplined process.

Before joining Merrill in Las Vegas in 2014, Reese worked for two years in Los Angeles as a Senior Wealth Strategy Associate in the Private Wealth Management Division at UBS, where he managed assets for high net-worth individuals, including company founders, celebrities, professional athletes, and members of the Forbes 400 list. His areas of expertise include executive compensation and equity awards, business sales and exit planning, portfolio management, retirement accumulation and income planning, trust and estate planning services, as well as 401(k) and pension plans.

Reese holds a Bachelor of Science degree in Finance from Brigham Young University and holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is bilingual in English and Spanish and is affiliated with the Salvation Army. Outside of work, Reese enjoys basketball, volleyball, hiking, boating, and spending time with his wife and three children in Summerlin.

Expertise

Exec comp design Liquidity event planning Business exit / sale strategy Retirement income strategy Wealth management

Occupation focus

Executive Founder/Business Owner

Demographic focus

Approaching retirement Parents

Work history

Bank Of America N.A.

2014 - Present (12 years)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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Todd H

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Paul B

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Paul Biafore is the Senior Resident Director at Merrill, where he provides personalized wealth management strategies tailored to clients' individual goals and aspirations. He works closely with clients to develop flexible financial plans that adapt to changing market conditions, offering access to Merrill's investment insights and Bank of America's banking and lending solutions. His client focus areas include college education planning, family wealth management, legacy planning, philanthropic planning, retirement income, and services for endowments, foundations, and non-profits. With a background that includes senior roles in the gaming industry and experience as a college basketball manager, Paul serves a diverse client base that includes C-suite executives, professional and college basketball coaches, retirees, and non-profit organizations. He collaborates with clients' CPAs, estate and tax attorneys to provide comprehensive strategies that address managing risk, creating legacies, and helping clients pursue long-term financial goals. As a qualified Portfolio Manager, he builds and manages customized investment strategies, which may include individual securities, Merrill model portfolios, and third-party strategies, sometimes managing portfolios on a discretionary basis. Paul earned a bachelor's degree in Business Management from the University of Nevada-Las Vegas, where he served as Senior Student Manager for the men's basketball team that won the 1990 NCAA Championship. He was honored as the 2011 Lee Business School Alumnus of the Year at UNLV. Additionally, Paul holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He supports community organizations such as the National Youth Sports Organization and the UNLV College of Business. Outside of work, his interests include basketball, golfing, music, traveling, and spending time with his family.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Executive Approaching retirement Retired Mid-Career Professionals

Sarah B

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Henderson, NV

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College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy General retirement planning Doctor or Medical Professional

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Series 63, Series 65

Henderson, NV

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Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Executive Mid-Career Professionals Established Professionals

Jeramy W

CFP®, Series 66

Las Vegas, NV

Edward Jones

Business exit / sale strategy Divorce financial planning General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Military & Veterans
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