Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Matt is a Certified Private Wealth Advisor® designee who joined Merrill Lynch 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.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Florida State University
University of Central Florida
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, trust and fiduciary services from U.S. Trust, 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.