PROFESSIONAL PROFILE

The Wigand, Lindsey, Harris Group at Merrill Lynch provides thoughtful solutions to families, individuals, and organizations seeking assistance with their wealth management needs. We find and deliver these solutions through a collaborative approach with clients and, as appropriate, their estate planning and business attorneys, investment committees, tax advisors, and other professionals. We work with clients to gain an intimate understanding of their financial situations and help them establish clearly-defined wealth management objectives.

Whether working with families, individuals, non-profit organizations, or businesses, our goal is to identify and execute wealth planning and investment strategies that will enable clients to succeed in accomplishing their objectives while managing risk at a level appropriate to each client’s unique preferences and circumstances. We work to ensure a comfortable, familiar relationship with clients in which they feel fully engaged and informed. We also encourage open and ongoing communication to best assure that we are addressing our clients’ most current needs and concerns.

Clients take comfort and security in knowing that our team is supported by the vast financial and intellectual resources of one the world’s leading wealth management and banking organizations.

Reinhold Wigand, CIMA®
Vice President
Wealth Management Advisor

Reinhold has been serving Merrill Lynch clients since 1997. He assists individual and institutional clients with the development of overall wealth planning and investment strategies, including allocation policy, investment manager selection, and portfolio management through the Personal Investment AdvisorySM Program.

Prior to joining Merrill Lynch, Reinhold worked in the commercial interior manufacturing industry, most recently as Senior Vice President of Stow & Davis, a division of Steelcase, Inc.

Reinhold received a Bachelor of Science in Accounting from the University of Denver and an MBA from the University of Colorado at Colorado Springs, where he was recognized as the Outstanding Graduate Student in Finance. He has also earned the Certified Investment Management AnalystSM designation taught through the Wharton School at the University of Pennsylvania.

Reinhold has been involved with various non-profit trade and charitable organizations and currently serves as a member of the finance committee for the Pikes Peak United Way. He is also a member of the Architectural Woodwork Institute and the Investment Management Consultants Association.

Reinhold, along with his wife and their children, live in Monument, Colorado, where they enjoy a range of outdoor activities.

Brian Lindsey, CFM
Vice President
Wealth Management Advisor

Brian has been with Merrill Lynch since 1999, providing clients with a variety of wealth management solutions. He works closely with individual clients to provide investment management and wealth planning advice. With a background in corporate employee retirement plans, he works with employers to implement retirement plans and other benefit solutions.

Before joining Merrill Lynch, Brian worked at Great-West Life and Northern Trust Retirement Consulting focusing on the design, implementation, and servicing of corporate retirement plans.

Brian attended the Georgia Institute of Technology, where he was awarded a Bachelor of Science in Management and a Certificate in Economics.

Brian and his family enjoy camping, hiking, and golf and live in Colorado Springs, Colorado.

Ryan H. Harris, CFP®, CRPC®
Wealth Mangement Advisor

Ryan Harris joined Merrill Lynch in 2007 after a distinguished career as an Air Force communications officer. He specializes in serving businesses and individuals in the defense and aerospace industry. Ryan is also member of the Merrill Lynch Christian Focus Group leadership team.

Ryan graduated from the United States Air Force Academy, majoring in Economics and Operations Research with a minor in Mathematics. He earned his MBA from the University of West Florida. Ryan is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and has also achieved the Chartered Retirement Planning CounselorSM designation.

Ryan and his family live in Colorado Springs, Colorado and enjoy golfing, skiing, and other outdoor activities.

Shannon Ross
Senior Client Associate

Shannon joined Merrill Lynch in March of 2006 after an eleven year career in retail banking sales, service, compliance, and management. As a Senior Client Associate, she handles all administrative and day-to-day operations with personal care and first-class service. Often the first point of contact, she assists clients with a breadth of daily needs, including account maintenance, client online account access, and banking, credit and lending services.

Shannon and her family live in Colorado Springs, Colorado. They enjoy hiking, cooking, and camping together.