Matthew Nelson

push-top

Profile

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.

    Additional Resources

    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.

    Clint W Weber

    Clint W Weber

    Wealth Management Lending Officer

    Bank of America, N.A.

    NMLS #1289891

    Heather Schumacher

    Heather Schumacher

    Wealth Management Banking Specialist

    Merrill Lynch

    Allen Reece

    Allen Reece

    Trust Specialist

    Bank of America, N.A.

    Where do we begin? It starts with you.

    At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

    Understanding Your Life

    Welcome

    My mission, first and foremost, is to understand your goals and priorities. To take the time to ask hard, smart questions and listen carefully, then understand in great detail, exactly where your wealth stands today and where you'd like it to be tomorrow. I then help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue personal financial goals while managing investment risk. My approach is about designing strategies to help turn goals into reality.

    Philosophy

    I believe it is important that you take positive steps toward your financial future, and that means getting more than just investment advice.  I take the time to get to understand who you are, what you hope to achieve and what keeps you up at night. Using an understanding of your life and priorities as a foundation, I can work with you to build a goals-based financial strategy.

    Approach

    No two investment strategies are alike because no two investors are alike. I'll examine several components - your life priorities, investment personality and financial situation - to help create an actionable strategy with personalized advice and measurable goals. I'll be with you every step of the way, helping you track progress to your goals and working with you to adjust your investment strategy over time, as needed.

    Capabilities

    Using the broad investing resources of Merrill, I can also assist with income management, education funding, retirement planning, and guidance for executives with concentrated stock positions, traditional and alternative investments, wealth transfer and estate planning services. And with your permission we can also work closely with your other professionals, such as attorneys, accountants and other specialists, to help you pursue your goals.

    Focus On High-Net-Worth Individuals and Families

    We’re fully versed in the many issues that affect wealth management. No matter what your short- and long-term goals may be, we'll begin by getting to know you as we explore the following seven priorities together:

    • Health: Managing healthcare expenses, now and in the future
    • Home: Upsizing, downsizing, remodeling or buying a vacation home
    • Family: Taking care of your family and other people in your life
    • Leisure: Spending your free time in meaningful ways
    • Giving: Volunteering, mentoring and giving to charities
    • Work: Working in retirement, selling or starting a business
    • Finance: Bringing it all together; defining your financial goals
    We work closely with other professionals to help clients pursue their wealth management goals, drawing on the investment insights of Merrill and offering access to the banking convenience of Bank of America as we do so.

    Your approach to investing

    Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial strategy we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

    Understanding your goals and priorities

    Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.

    Your Financial Strategy

    We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.

    FAMILY
    Taking care of your family and other people in your life
    • Trust & Estate Services2
    • Education Funding Strategies1
    • Insurance3
    HEALTH
    Planning for healthcare expenses now and in the future
    • Long-term Care Insurance3
    • Health Savings Account2
    • Disability Insurance3
    HOME
    Upsizing, downsizing, remodeling or buying a vacation home
    • Home Loans2
    • Home Equity Lines of Credit2
    • Securities-Based Lending2
    • Credit Cards2
    WORK
    Working in retirement, selling or starting a business
    • Bank of America Business Banking2
    • Exchange Funds1
    • Concentrated Stock Management1
    • Succession Planning1
    LEISURE
    Spending your free time in meaningful ways
    • Credit Cards2
    • Securities-Based Lending2
    • Structured Lending2
    GIVING
    Volunteering, mentoring others and giving to charities
    • Donor-Advised Funds2
    • Private Foundations2
    • Charitable Trusts2
    FINANCE
    Using your finances to bring it all together
    • Merrill Lynch Investment Accounts1
    • Investment Advisory Accounts1
    • Alternative Investments1
    • Exchange-Traded Funds1
    • Mutual Funds1
    • Closed-end Funds1
    • Fixed Income Products1
    • Options1
    • Annuities3
    • Impact Portfolios1
    • Market-Linked Investments1
    • Securities-Based Lending2
    • Margin1
    • Home Loans2
    • Bank of America Checking and Savings Accounts2
    • Credit Cards2
    • Online Account Access1,2

    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.

    Staying on Track

    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 you stay on track to achieve what's most important to you.


    Periodic reviews to help you
    stay on track

    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.


      Monitoring changes in your life
      and to your goals

      Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

      Wealth Management Your Way

      MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities

      It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click

      You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features

      Your advisor is a click away through our Secure Inbox and texting application

      Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income

        Let’s Have a Conversation

        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.

        Why Merrill Lynch?

        As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


        Merrill_Capabilities_Brochure.png  

        We put you first, every day.
        Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

        Personalized advice from a dedicated financial advisor.

        Getting to know you is our primary goal.

        A comprehensive approach, built around your life’s priorities.

        Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

        Adjusting your strategy as your life and the markets change.

        We will work to help you stay on track, regardless of what the markets are doing.