PROFESSIONAL PROFILE

Bart A. Reese
Senior Vice President, Senior Resident Director, Wealth Management Advisor, CFP®, CRPC
Bart was a public accountant before coming to the firm in 1991. His primary role is to organize the group's efforts as well as client development. Bart also helps the team with investment strategy and oversees the wealth management process for our clients.

Zachary R. Williams
Senior Financial Advisor, CFM
Zach joined Merrill Lynch in 2003 after several years in the banking industry. His focus is on relationship management and client development. Zach also specializes in providing various fixed income investments and strategies for our clients.

Miles B. Potter
Vice President, Financial Advisor
Bruce graduated from the United States Naval Academy and has his MBA. He joined Merrill Lynch in 1995. Bruce uses individual wealth management strategies, asset allocation, MRD Planning and Merrill Lynch's extensive resources to work with clients to acheive their personal financial goals.

George A. Reese
Asst. Vice President, Investment Associate, CFM
George joined Merrill Lynch in 1996 after 15 years in the mortgage industry. He concentrates on the day-to-day trading and allocating of our client's portfolios and personal lending needs.

Teresa Black
Registered Senior Client Associate
Teresa concentrates on client service and is the primary contact for the client's day-to-day service needs. She has been with Merrill Lynch since 1990 and has been recognized repeatedly for her service quality and competency.

The Reese-Williams-Potter Group strives to be the "Essential Partner" to a select clientele of individuals, families and businesses for their financial needs. By implementing Merrill Lynch's proprietary "Total Merrill" platform and its many financial solutions, we deliver a superior experience to our respective clients.

Our process works best with individuals and businesses that have at least a quarter of a million dollars to invest or borrow and who are seeking a collaborative relationship with their advisory team. Our service commitment mandates that we only serve a set number of clients at any one time so that we can be readily available to service your needs.

We appreciate the opportunity to earn your business and would welcome a personal meeting to explore how we could be of service to you. Thank you for your interest in our team and we look forward to working with you in the years to come.

Mission statement:

The Reese-Williams-Potter Group’s mission is to assist clients in pursuing their dreams through strategic planning and sound financial advice. To execute this mission, we focus on helping clients make informed, confident decisions, prioritize their goals and develop a realistic vision of their future.

We are committed to providing responsive, personalized service. Our team works with each client to establish a platform that delivers an exceptional client experience. We have built our practice by developing strong relationships with our clients and their families. These relationships are built on trust, loyalty and the client’s complete satisfaction.