Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Matt is a Certified Private Wealth Advisor® designee who joined Merrill Lynch Wealth Management in 2011 after providing 15 years of professional service to high-net worth clients in the construction industry's land development sector. Today, his financial advisory philosophy focuses on developing long-lasting personal relationships with affluent clients and assisting them with customized investment advice.
His process builds value into each relationship by creating sustainable portfolio recommendations that balance a client’s immediate financial needs and their long-term investment goals. With strategic business partnerships and access to industry-leading research, he delivers structural investment support to a select group of high-net-worth customers. He believes that a trusted relationship with each client is the real strength behind every successful portfolio design. This customer service approach allows him to develop personalized and flexible investment roadmaps that support each client’s quest for a secure financial future.
Matt has a B.S. in Civil Engineering from the University of Central Florida and an M.B.A. from Florida State University. He is a registered professional engineer, a licensed U.S. Coast Guard Captain, served on the Board of the Islands YMCA and is a member of the Professional Baseball Players Association. He resides in Savannah, Georgia with his wife, Catherine, and three daughters, Emily, Lauren, and Charlotte.
Florida State University
University of Central Florida
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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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