Profile

Matthew Barr is a Senior Vice President and Financial Advisor with Merrill Lynch Wealth Management. Matt Barr was named to Forbes/SHOOK "America's Top Next-Generation Wealth Advisors" list in 2018* (published on July 25, 2018. Rankings based on data as of March 31, 2018) and again to the Forbes "Best-in-State Next-Generation Wealth Advisors" list in 2019** (published on September 4, 2019. Rankings based on data as of March 31, 2019.) Matt was also named to Forbes "Best-in-State Wealth Advisors" list in 2022*** (published on April 7, 2022. Rankings based on data as of June 30, 2021.) Matt was also named to Forbes "Best-in-State Wealth Advisors" list in 2023**** (Published on April 4, 2023. Rankings based on data as of June 30, 2022.)He was also named to the 2023 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list in 2023***** (Published on August 8, 2023. Rankings based on data as of March 31, 2023). He has worked in the financial services industry since 2005 and has been with Merrill since 2009. He holds the Series 7 and Series 66 registrations with FINRA, as well as his Life, Health, and Long Term Care Insurance registrations.

Matt is a Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.

Matt prides himself on his accessibility, dedication, and hard work. By firmly focusing on client well-being, Matt fosters long-term relationships grounded in trust. He is gratified to enjoy referrals as his primary source of new relationships, and invites executives, business owners, and other professionals to contact him about their unique wealth management needs.

Matt holds a bachelor's degree in finance and attended West Virginia University and Florida Atlantic University.

Active in his community, Matt has served as a mentor for Big Brother Big Sisters and volunteers regularly for the Salvation Army. Matt also sits on the board for the Junior Diabetes Research Foundation (JDRF) in Maryland. In his spare time, he enjoys boating, cooking, golf, running and watching football.

*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published on July 25, 2018. Rankings based on data as of March 31, 2018.

Forbes’ “Top Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum of four years of relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.


**Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, Published on September 4, 2019. Rankings based on data as of March 31, 2019.

Forbes “Best-in-State Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.

****Source: The Forbes “Best-in-State Wealth Advisors” list, Published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*****2023 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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.