Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
3455 Peachtree Road N.e.
Atlanta, GA 30326
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Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Top Next-Generation Wealth Advisors” 2020
Matthew and his team of investment industry professionals combine their industry knowledge and capabilities with the global resources of Merrill to provide a full range of wealth management services to corporate executives and their families. With 17 years in the financial services industry, Matthew joined Merrill Lynch Wealth Management in 2007. He has experience with corporate benefit programs, including equity compensation, defined benefit, defined contribution and nonqualified deferred compensation plans. Matthew can help corporate executives integrate their corporate benefits into a long-term financial approach.
Matthew is a graduate of Georgia Southern University with a Bachelor’s and Master’s Degree in Finance. He and his wife Emily live in Atlanta with their 2 children and are active in the community supporting Children’s Healthcare of Atlanta and St. Francis Table.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Georgia Southern Univeristy
Georgia Southern University
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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.
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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.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.