Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
3030 CROSS CREEK PARKWAY
AUBURN HILLS, MI 48326-9815
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Matthew A. Hollis, CPWA, CIMA, CFP, CLU, CRPS®
First Vice President
Wealth Management Advisor
Honest, hard-working, and dedicated, Matthew has been successful in developing strong, long-lasting relationships with clients. He helps individuals and business owners with portfolio construction, retirement planning, income generation, college funding, and wealth transfer techniques . Effectively articulating concepts and strategies, Matthew differentiates himself through his constant focus on risk minimization and his desire to continually educate clients. A proponent of modern portfolio theory, Matthew is passionate about reducing volatility in client portfolios. He strives to build portfolios that employ low and negative correlating asset classes to lower overall portfolio risk.
Matthew began his career in the financial services industry in 2003 after earning a Bachelor of Science in Business from Miami University. Two years later, Matthew earned a Certificate in Personal Financial Planning from Oakland University. In 2015, Matthew earned a Master of Business Administration from Oakland University, with a dual concentration in Finance and Business Economics. Matthew has earned the CERTIFIED FINANCIAL PLANNER--CFP®--certification from the Certified Financial Planner Board of Standards Inc., the Certified Private Wealth Advisor--CPWA®--and the Certified Investment Management Analyst-CIMA®--designations from the Investments & Wealth Institute™, the CLU®—Chartered Life Underwriter—designation from the American College, and the CRPS®—Chartered Retirement Plans Specialist designation from the College for Financial Planning.
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.
The American College
The University of Chicago
The Wharton School
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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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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.