Justin Reese

Principal at NewEdge Wealth

Manager

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About

As a principal partner at NewEdge Wealth, Justin and his team work with affluent individuals, families, and business owners, to provide comprehensive wealth management services, financial planning, and portfolio analysis. With nearly two decades of experience working on portfolio construction, portfolio management, and overseeing progress toward client’s financial goals, Justin specializes in helping venture backed founders minimize capital, income, and estate taxes; income replacement planning, philanthropic funding, and stock option/ RSU liquidity planning. Prior to launching the first New Edge branch on the West Coast, Justin served as Vice President for Merrill Lynch and Senior Vice President for UBS, where he earned a place on the Top 35 Under 35 list. Justin was also awarded as a Forbes Next Gen Best-In-State Wealth Advisor in 2022.


Justin earned a Personal Financial Planning Certificate from UCLA and received his Bachelor of Arts from UCSB. He is also a CERTIFIED FINANCIAL PLANNER™. Justin is the proud Co-Founder of “The Cabinet”, a group for young entrepreneurs, and is passionate about giving back to veterans through the entrepreneurial ACP mentorship program.

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Timeline

  • Principal

    Current role

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