Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill Lynch Wealth Management Advisor, I focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them.
Matt Nelson has been in the financial services industry since 2006. Matt is passionate about helping individuals, businesses, and families use their resources to achieve their financial goals. Matt builds lasting relationships with his clients as their trusted Financial Advisor by listening, and understanding his clients’ financial and objectives. He utilizes Merrill investment research to develop and recommend customized financial strategies aligned to those goals. Matt is committed to provide the outstanding client experience that his clients deserve and will treat you how you wish to be treated. Matt is committed to doing what is right for his clients, and will act in their best interest to help them achieve their life goals.
Matt and his wife Lisa live in Urbandale with their son Michael. They are actively involved in the community through service in their church, Rotary Club, and the local Chamber of Commerce.
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The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
Wealth Management Banking Specialist
Bank of America, N.A.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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.
complexities of your life, helping you build a customized investment approach to address your needs and pursue 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.