Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 of Financial Planning.
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.
The American College
The University of Chicago
The Wharton School
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Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.