Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Matthew joined Merrill Lynch Wealth Management in 2019 and is dedicated to delivering the highest levels of service to his clients. He is proud to work with a dynamic range of clients including families, doctors, corporate executives and entrepreneurs. Matthew’s directive is to empower his clients through retirement planning, custom credit and lending solutions, investment advisory services and concentrated stock strategies. At the heart of Matthew’s enterprise, is a disciplined process of discovery and planning in an environment where the client always takes center stage.
Matthew begins every relationship by assessing his clients’ priorities and lifestyle. Through an intimate understanding of each client’s unique situation, Matthew is able to articulate, define and implement customized strategies best suited to their needs. Through clear communication and strategic reviews, Matthew is able to guide his client family as they embark upon building a comprehensive plan based on real goals.
A graduate of the University of South Florida, Matthew holds B.S. in Finance and Management. He is an active member of the USF Muma College of Business Alumni Association, the Entrepreneur’s Organization and the National Society of Leadership and Success. He believes strongly in giving back to the community and devotes time as a volunteer to both the ASPCA and ShapeUp NYC. In his free time, Matthew loves to coach junior ice hockey and has a passion for fitness and the outdoors.
University of South Florida
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.