"Commitment and Focus"
Working with high-net-worth individuals and families is our primary business. Our clientele is comprised of professional athletes, affluent families, corporate executives and business owners who value the holistic planning approach we bring to the relationship. During the athletes careers our primary focus is not only your savings and investments but life-style management.
As a 10 year veteran of the National Football League and business owner, we understand the unique responsibility that comes along with being a professional athlete whether you are a Rookie, Veteran or entrepreneur running your own company. We have provided financial advice and wealth management services for more than 19 years.
Our team understands both the short-term and long-term wealth management strategies that are necessary for the professional athlete. We have developed custom wealth management strategies with the goal of helping you achieve financial success whether you are a Rookie, Veteran or Retired professional athlete. Our goal for each client is to assist them in achieving financial security and maintaining a good quality of life when they retire and their playing days are over.
Reginald W. Wilkes
First Vice President-Wealth Management
Senior Financial Advisor
Mr. Wilkes brings over 19 years of experience as a Financial Advisor. He maintains a rich network of connections throughout the business community. As a Financial Advisor who is registered with the NFLPA, he has helped over 50 both current & former NFL & NBA Players manage their wealth and successfully prepare for life after sports; focusing on the importance of life-style management, education and plan for savings during their active playing years. Before joining Merrill Lynch, Mr. Wilkes enjoyed a 10 year career in the NFL, playing for the 1981 NFC-Champion Philadelphia Eagles and the Atlanta Falcons. He holds a BS from Georgia Institute of Technology. He holds his NASD Series 7, 63 and 65 licenses as well as Life, Health and Variable Insurance licenses.
W. Michael G. D’Allaird
Senior Financial Advisor
Prior to his 14 years of experience with individual and institutional stock and bond portfolios, Michael worked with his father’s institutional municipal bond firm in La Jolla, CA. In his youth he was also groomed by his grandfather who was one of the first Chartered Financial Analysts in the country and who also served on President Dwight Eisenhower’s staff. His 14 years of investment experience commenced in 1998 when he worked in Morgan Stanley’s individual investor division. It was in his second year that Mr. D’Allaird was selected from a pool of over 13,000 advisors to advance to the institutional side of the firm in Midtown Manhattan. After a number of years with Morgan Stanley, he was recruited by Smith Barney to help coordinate the High Net Worth division in Wilmington, DE and in 2008 was recruited by Merrill Lynch to continue his successful career. Mr. D’Allaird is Vice President, Financial Advisor and Portfolio Manager, PIA Program for Merrill Lynch. He holds his B.S. in Business Administration from the University of Nevada. His registrations include NASD Series 7, 31, 63, and 65 licenses as well as his life insurance license.
Registered Client Associate
Prior to joining Merrill Lynch, Tyrone McClain was employed by Scottrade where he serviced retail clients in Wilmington, DE. Tyrone worked at the broker dealer firm as a branch Stockbroker from 2010-2012 before joining The D’Allaird/Quercia Group at Merrill Lynch. Prior to joining Scottrade, Tyrone worked for JPMorgan in their Private Banking division serving ultra-high net worth clients. Tyrone began employment with JPMorgan in 2001. Tyrone received the Chartered Financial Consultant designation in 2008 and is a current holder of the NASD Series 7, 63, and 65 licenses.