Jose Luis Reygadas

About Jose Luis Reygadas

Originally an engineer, Jose Luis changed careers in 2011 to align his personal values and goals to those of a Financial Advisor acting on behalf of our clients. He joined Bank of America in 2015 after working for an investment advisory firm in Carrollton, TX, and transitioned to a wealth management role with Merrill in 2016. As a Financial Advisor Jose Luis focuses on understanding client\'s wealth management needs and risk tolerance. With this understanding, alongside Merrill\'s global research and wide range of financial strategies, he is able to build personalized portfolio\'s that incorporate each stage of your financial future. Jose Luis provides financial guidance to high net worth individuals, families, small businesses, trusts and foundations by focusing on values and what is important to each of them.*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc.(\"BofAS\") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Experience

1. Financial Advisor

   Merrill Lynch

   Mar 2015 — Present

   As a partner in a team of wealth managers, Jose Luis has focused on: • Wealth Structuring - Wealth Planning - Estate and Trust Services - Custody Services - Philanthropy • Investment Management - Asset Management - Portfolio Consulting - Alternative Investments *- Retirement Planning - Education Planning - Insurance Planning - Cash Management • Credit and Banking from Bank of America, N.A- Custom Credit - Real Estate Finance - Liquidity Services - Management Tools *Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment\'s investment objectives will be achieved.*Trust, fiduciary, and investment management services[, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents.

Education

• University of Texas at El Paso

  Bachelor's Degree

Skills

• Customer Retention
• Training
• New Business Development
• Ability to Handle Stress
• P&L Management
• Communications and Interpersonal Skills
• Budgets
• Sales
• Project Management
• Wealth Management Process
• Analytical Skills for Problem Solving
• Contract Negotiation
• Crm
• Technology Implementation
• Account Management
• Business Development
• Wealth Management
• Negotiation
• Practice Management and Efficiency Expert
• Strategic Planning
• Consulting
• Financial Planning
• Leadership
• B2b
• Relationship Management
• Emotional Intelligence
• Cross-Functional Team Leadership
• Analysis
• Management