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Matt Vettel

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Profile

I focus on helping clients align their financial decisions with their financial goals. My process begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change.

I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.

Previous to my career as a financial advisor with Merrill, I spent 9 years working in non-profit fundraising. I greatly enjoy helping clients manage their philanthropy and charitable estate planning.

  • EDUCATION

    Benedictine College

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.

Hope Burns

Hope Burns

Wealth Management Banking Specialist

Merrill Lynch

Tim Perunovich

Tim Perunovich

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #796681

Joseph McCullough

Joseph McCullough

Trust Specialist

Bank of America, N.A.

Upcoming Events

Outlook 2021: A World in Transition

January 31st, 2021|1:00 PM - 1:30 PM CST

What a vaccine, changes in Washington and a shifting geopolitical landscape could mean for the global economy, the markets and our financial lives.

Click Here to watch replay

    For more information: 952.820.1978 or matthew.vettel@ml.com

    At-Home Cooking with Kristen Brogan

    January 25th, 2021|5:30 PM - 7:00 PM

    Please join us for an at-home cooking demonstration with Kristen Brogan from On Target Living.

    Kristen is the executive chef to Governor Gretchen Whitmer and also works as a consulting Dietitian for her family's health and performance company, On Target Living.

    Three steps to see and hear the webinar:

    1. Click HERE to register for the WebEx. You will be prompted download Citrix WebEx if you have not already. You will get an email back from “messenger@webex.com" that will contain the instructions for joining the WebEx. Save this email for reference.
    2. On January 25th around 5:20 p.m., follow the instructions on your email to join.
    3. REMINDER: you must call in to hear the event.
    Dial in: 1 855-381-8335 | Participant Passcode: 271 149 75#

      For more information: 952.820.1978 or matthew.vettel@ml.com

      Market Update with David Koh

      February 3rd, 2021|3:15 PM - 4:15 PM CST

      We are excited to welcome back Merrill’s Market Strategist, David Koh. David will provide us with insights around the current market environment & where our Chief Investment Office believes we stand in this multi-phase recovery.

      Three steps to access the webinar:

      1. Click HERE to register for the WebEx. You will be prompted to download Citrix WebEx if you have not already. You will get an email back from “messenger@webex.com” that will contain the instructions for joining the WebEx. Save this email for reference.
      2. On February 3rd around 3:05 p.m., follow the instructions on your email to join.
      3. REMINDER: you must call-in to hear the event.
      Dial in: 1 855-381-8336 ; attendee passcode: 429 252 96#

        For more information: 952.820.1978 or matthew.vettel@ml.com

        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 goal is to help clients pursue their personal goals, such as planning for and funding their children’s educations, helping to ensure that their money lasts in retirement, planning for their potential health care costs and managing the transfer of wealth to the younger generation. I focus on helping clients align their financial decisions with these financial goals. 

        I aim to help bring simplicity and transparency to the complexities of investing; making the intimidating task of planning for the future an exciting journey of managing and helping reach your goals.

        Approach

        I believe an effective approach to wealth management requires working closely with you to help identify and define your goals.

        My  job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities.

        My approach is to help you pursue your goals by providing customized service and potential investment solutions. Whether you are focused on building, preserving or transferring wealth we are committed to helping you address your financial objectives at every stage of your life.

        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 approach.

        Focus On Individuals and Families

        I can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals.  So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I’ll start by getting to know you and how you feel about the following seven life priorities.:

        • 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 others and giving to charities
        • Work: Working in retirement, selling or starting a business
        • Finance: Bringing it all together and defining your financial goals

        This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

        Your Financial Approach

        We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.

        FAMILY
        Taking care of your family and other people in your life
        • Trust & Estate Planning Services4
        • Education Funding1
        • 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 Funds4
        • Private Foundations4
        • Charitable Trusts4
        FINANCE
        Using your finances to bring it all together
        • Merrill 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

        1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
        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.

        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 approach, 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 to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.


          Monitoring changes in your life
          and to your goals

          Your life and goals change. As these changes occur, we can update your approach to reflect them.

          Wealth Management Your Way

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

          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

            Let’s Have a Conversation

            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.

            Why Merrill?

            As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and 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.

            We get to know you and your family, your financial situation and what matters most to you.

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

            Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

            Adjusting your investment approach as your life and the markets change.

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