Tyler Reis
Financial Professional and Client Service Manager, Merit Financial Advisors Feel free to reach out with any questions.
- Role
- Client Services Manager at Merit Financial Advisors
- Location
- West Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Tyler Reis
I have completed my Bachelor of Science in Finance with a minor in Political Science at…
Experience
Client Services Manager
Mar 2025 — Present · Boca Raton, FL, US
Merit exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the RIA of the future. As your trusted financial partner, we support you through life’s challenges, transitions, and victories. Merit is an award-winning wealth management firm providing comprehensive financial planning, investment, and wealth management services. Our relationship-based culture is built on integrity, respect, and core values. Headquartered in Atlanta, GA, with offices nationwide, we are dedicated to serving you and your loved ones. Recognized by Forbes and Barron’s, we relentlessly align your long-term goals with innovative financial strategies to build your tomorrow, together. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.Merit’s Awards and Accolades- 2024 InvestmentNews RIA Firm of the Year- 2024, 2023, 2022, 2021, 2020, 2019 & 2018 Best Places to Work for Financial Advisors byInvestmentNews- 2023 Barron’s Top 100 RIA Firms- 2023 Baron’s Top 100 Private Wealth Management Teams- 2023 Forbes Top RIA Firms- 2023 RIA Intel RIA of the Year $1Billion+- 2021 Barron\'s Top Private Wealth Management Teams- 2020 Forbes Top 250 Wealth Advisors- 20••••24 Inc. Fast Growing Private Companies in America
Education
Florida State University
Bachelor's degree, Finance, General
2013 — 2017
Florida Atlantic University
Master of Business Administration - MBA
2018 — 2020
Florida State University
Minor, Political Science and Government
2013 — 2017
Skills
- Customer Service
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Powerpoint
- Public Speaking
- Leadership
- Social Media
- Teamwork
- Event Planning
- Time Management
- Financial Analysis
- Financial Reporting
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