Merit | Des Moines, WA
Contact
Phone: 253.946.6119
Fax: 253.946.1304
Location
27604 Marine View Dr S.
Des Moines, WA 98198
Services Offered
- Financial Planning
- Wealth Enhancement
- Wealth Transfer
- Estate Planning
- Estate Administration
- Tax planning/strategies
- Retirement Planning
- Life Transitions
- Charitable Giving
- Risk Management
- Wealth Protection
- Insurance gap analysis
- Investment Management
- Portfolio Performance Analysis
- Risk tolerance
- Asset Allocation
- Withdrawal Strategies
- Concentrated stock divestiture strategies
- Comprehensive investment analysis
- Concierge Services which Include:
- Coordination with Other Professionals
- Proactive Family Meetings
Our Team
Barry Reid
Wealth Manager, Partner
Barry Reid
RICP, MRFC
Wealth Manager, Partner
Barry Reid is a Wealth Manager at Merit Financial Advisors. With more than four decades of experience in the financial industry, Barry has managed money for more than 1000 families, nonprofit organizations and businesses. He’s also a believer in life-long learning, he attends numerous conferences and continuing education events each year and reads hundreds of professional publications every month.
Barry is very involved with his community and supports several nonprofit organizations such as Pierce County Alliance where Barry was the past President of the Board of Directors and has served on the Board for more than 25 years.
In addition, the Reids actively support the following charities that do-good work worldwide.
- L'Arche Tahoma Hope supports developmentally disabled adults. http://www.larchethc.org/
- Orphans Africa works to provide education and opportunities for orphans and widows in Tanzania Africa www.orphansafrica.org
- Project Ethiopia is working to improve rural quality of life, ensuring that children are educated and families can live in healthy environments supported by economically sustainable farm-based businesses. www.projectethiopia.com
- The Humane Society of the United States is the nation's largest and most effective animal protection organization. www.humanesociety.org
Barry is a University of California Los Angeles graduate with degrees in history and political science. He lives and works in Des Moines, Washington. Barry and Becky have been married for more than 40 years, and they have three cats, Angel, Rory and Murray, all rescued from local shelters.
Merit Financial Advisors and LPL are not endorsed by, or affiliated with the organizations listed above.
Baylee Bryant
Wealth Manager
Baylee Bryant
CFP
Wealth Manager
Baylee is an experienced financial planner who believes in bringing a holistic, whole-life approach to financial planning. With her expertise and passion for what she does, she has helped numerous clients identify, prioritize, and create a path to their financial goals. She understands that everyone’s situation is unique and tailors her services to meet their specific needs by taking the time to understand their unique values and long term aspirations. She works closely with her clients to ensure they have a clear understanding of their options and are equipped to make informed financial decisions.
Baylee is here to help you navigate financial complexities at any stage of life and help bring you confidence, whether you're planning for retirement, buying a home, starting a business, or going through a major transition.
Born and raised in Southern California, Baylee moved to Tacoma, Washington in 2021 and has been busy hiking gorgeous trails, visiting museums, and enjoying the rich food scene ever since. She is a big fan of the arts, and in her downtime likes to read and write for small journals and literary publications in the area.
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.