Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The O’Neill Group has a distinguished history in wealth management at Merrill Lynch. Our team consists of 3 professionals with over 60 years of combined industry experience. Our goal, first and foremost, is to understand, in great detail, where your wealth stands today, and where you would like it to be in the future. We then design, implement and monitor a customized wealth management strategy. This strategy helps us enable you and your family to pursue your personal financial goals without undue sacrifice to your lifestyle or taking unnecessary investment risk. Our approach is about using wealth to turn goals into reality. When you succeed, we succeed.
Our team provides sophisticated planning for affluent families, corporate executives, successful business owners, foundations and endowments. Working closely with Merrill Lynch’s Managed Solutions Group, we focus on advising clients in the areas manager identification, asset allocation and performance evaluation. With the help of our Wealth Management Lending Officer from Bank of America we are able to further deliver a comprehensive financial approach by offering lending services as well as other banking services provided by Bank of America, N.A. We also strive to create seamless coordination with our clients’ attorneys, CPAs and other advisors to address tax management, estate planning needs and philanthropic strategies.
Our goal is to be your primary source of financial advice and to develop a long-term relationship with you through a commitment to quality client service. Our team strives to provide quality strategies customized to your needs, based upon your risk tolerance, time horizon, liquidity needs and overall investment goals. We will schedule regular reviews with you to monitor your portfolio performance and progress to goals. We will meet with you as often as you would like, at a minimum once a year. We take pride in our proactive contact with you, whether by phone, e-mail or mail; to keep you updated on current market conditions and items of interest.
Matt, as the senior advisor for The O’Neill Group, works with affluent clients to create long-term, personalized wealth management plans in addition to overseeing investment selection and portfolio design.
Matt is a Chartered Retirement Planning CounselorSM (CRPC®) designee, awarded by the College for Financial Planning and has spent the last seven years serving high-net-worth investors and their families. Prior to forming The O'Neill Group, Matt spent three years in consumer banking at Bank of America, working with both individuals and small businesses throughout Northwest Florida.
In his free time, Matt enjoys hockey, golf and skiing and donates his time to The First Tee of Northwest Florida where he serves on the Board of Directors. He lives in Pensacola, FL with his wife and two children.
Davison High School
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.