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The Reyno-Bertenshaw group is built on relationships, trust and discipline. We are committed to helping clients achieve their financial objectives and to preserve the wealth that they have spent a lifetime building. Our approach is collaborative, working closely with clients and their families to fully understand their financial life and what matters most to them. Utilizing our full suite of tools, services and specialist, we develop customized financial guidance for affluent families and institutions. Every relationship begins with a thorough assessment of a client’s needs and preferences across issues that include risk tolerance, investment goals, estate planning services, education planning, tax strategies, insurance, and cash management. We define success by the financial well being we provide to clients. The plans we develop are tailored to each client’s unique financial situation, their attitude towards investing, and most importantly, their long term goals. Our primary focus is helping clients achieve what is most important in their lives, whether it is a successful retirement, helping children through college, or maximizing a legacy for generations to come. We welcome the opportunity to demonstrate our capabilities in helping you achieve your long term financial goals.
John ReynoSenior Financial AdvisorSenior Vice President John Reyno joined Merrill Lynch in 2010, after spending over forty years as a financial advisor. During that time, he was also a director of financial products for E.F. Hutton, Kidder Peabody and PaineWebber. John is a graduate of St Mary’s University in Halifax, and pursued graduate level studies in law at Dalhousie University at the University of Arizona. John’s involvement in civic and charitable organizations has included Chairman of the Catholic Community Foundation, Chair of the board of the Franciscan Renewal Center in Scottsdale and a board member of Paradise Valley Country Club. He and his wife, Edie, a family counselor, are the parents of two grown daughters, Tiffany and Tara.Patrick Bertenshaw, CFPSenior Financial AdvisorFirst Vice President Wealth ManagementPatrick Bertenshaw joined Merrill Lynch in 2010, after spending 15 years at UBS and A.G. Edwards. Patrick earned a BS in Finance from the University of Arizona and is a CERTIFIED FINANCIAL PLANNER professional. He is a lecturer and instructor on wealth management strategies for Arizona State University and the University of Arizona. He has worked extensively with affluent individuals and executives on the development of customized wealth management plans and prudent investment strategies. He and his wife, Staci, are the proud parents of three children, Ryan, Reagan and Ethan.John WagnerFinancial AdvisorJohn Wagner spent 3 years as a licensed attorney before joining Merrill Lynch in 2011 to work with clients on a wide range of financial issues. With John’s broad education and professional experience, he works with clients to provide customized wealth planning and risk managed investment strategies. His is particularly focused on helping clients ensure their assets are aligned with their long term goals. He also works with many clients with “values based” investing which aligns client’s personal financial goals with larger environmental, social, or faith based causes they support. John earned a BS in Finance (Magna Cum Laude) from Saint Louis University and a Juris Doctor from Saint Louis University School of Law. John and his wife Jacquelyn recently welcomed their first child and look forward to expanding their family. John does not provide legal advice in his current role at Merrill Lynch.A.J. SmithFinancial AdvisorSince joining Merrill Lynch in 2012, A.J. has worked closely with clients and their families to help them address their short and long term financial goals. He is committed to building relationships and working with clients to help them achieve what matters most to them. Having graduated from the University of Arizona with degrees in both Finance and Business Economics, A.J. looks to utilize his education along with the tools & guidance of Merrill Lynch to help clients simplify some of the complexities in today’s financial world. A.J. enjoys many outdoor activities, including hiking, snowboarding and biking. He and his fiancé currently reside in Scottsdale, AZ. Susan WoolhiserClient AssociateSusan Woolhiser began her career in the investment industry in 1980 with E.F. Hutton in Boulder, Colorado as Cashier, Wire Operator, New Accounts and Assistant Operations Manager. Moving to Scottsdale in 1990, she joined Kidder, Peabody as the assistant to the Manager. Since 1991, she has served as the Senior Client Service Associate for John Reyno and his group.Additional ResourceDebbie HartneyMerrill Lynch Banking AdvisorSenior Vice President You may also benefit from the experience of a Merrill Lynch Banking Advisor from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor team and Banking Advisor can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Debbie Hartney, Senior Vice President, Merrill Lynch Banking Advisor, supports your Financial Advisor team. Debbie has been in the financial services industry since 1981 and joined Bank of America in 1996.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S.
Senior Vice President
Wealth Management Advisor
First Vice President-Wealth Management
First Vice President - Wealth Management
Patrick Bertenshaw is registered to do business in : AR, AZ, CA, CO, IL, IN, KY, MI, MN, MO, NC, NM, OH, OR, SC, TX, UT, VA, WA, WY
John Reyno is registered to do business in : AR, AZ, CA, CO, IL, IN, KY, MI, MN, MO, NC, NM, OH, OR, SC, TX, UT, VA, WA, WY
John Wagner is registered to do business in : AZ, CA, MI, OH, OR, WA
A.J. Smith is registered to do business in : AZ, CA, IL, MI, NM, PA, SC, VA
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