Profile

Matthew Borash is a Financial Advisor with the Duddingston Sylvester Group at Merrill. Matthew provides tailored advice and guidance to individuals, families, and businesses, helping them make informed decisions about the direction and purpose of their wealth. Closely attuned to people and their priorities, he grounds his approach in the unique circumstances of each relationship, sensitive to each client’s objectives and needs. A relationship builder, Matthew deeply enjoys connecting with people and helping them pursue a more streamlined and deliberate financial future.

Matthew looks to support people in connecting their vision and intentions for their wealth with their financial resources, resulting in a more cohesive whole. He also helps people discern how their goals intersect with multiple facets of their financial lives. He offers his own knowledge and insight, as well as the best practices of his team and the capabilities of the larger Merrill and Bank of America enterprise. His areas of focus include retirement strategy, wealth planning, investment management, business modeling and cash flow, and access to customized lending.

Matthew began his Merrill career as an intern in 2017 and joined the firm full-time a year later. Throughout his tenure, he has steadily taken on increasing responsibilities. He earned his B.B.A. in Finance from the University of Minnesota – Duluth. Matthew is also a qualified Senior Portfolio Advisor at Merrill. A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.

An avid outdoorsman, Matthew enjoys alpine skiing and golfing. He also savors the four seasons that Minnesota offers and treasures the opportunity to take part in lake life.