Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Susan values her close relationship with each client and she is passionate about the service and guidance that her team provides to help each client pursue their financial goals.
Susan joined Merrill in 2008 after three years as an advisor at UBS Private Wealth Management. Prior to UBS, Susan had an eight year career at Goldman Sachs private client division and held various positions focusing on the needs of ultra high net worth individuals. Prior to Goldman, Susan worked at Prudential Securities New York in the limited partnership division and in the financial services division in Miami. Ms. Matos received a BS in management and international business from Florida International University.
Susan is very involved in the local and international community and she is board member of a couple of not for profit organizations. She has special interest in helping children and women in need and actively participates in local and international service projects with her daughter Isabella. Her hobbies include fishing, sailing, camping and cooking with her daughter.
Susan and her team are exceptionally service-oriented, striving to stay in close contact with each client. She believes that her proactive approach helps her anticipate client’s financial needs and be better prepared for the intricacies of the financial markets. Susan and her team stay abreast of new strategies, trends, regulations, tax laws and market conditions in order to provide clients with innovative ideas and sophisticated strategies.
Florida International University
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.