Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Matthew joined Merrill Lynch in 2016. Prior to joining Merrill Lynch, Matthew was a financial advisor for some of the most prestigious full service and discount brokerage firms in the area. Matthew now has the ability to leverage all the tools and resources that Merrill Lynch has to offer to help identify strategies and solutions to ensure that his clients are on track to meet their short term and long term investment objectives while delivering outstanding customer experience. Matthew is driven by the philosophy to always put his client’s interests first and believes in building a solid foundation of trust with each and every client. Matthew strives to make each client’s experience unique by personally connecting with them to gain a better understanding their needs, goals and dreams.
Matthew has always had a deep passion for the financial markets and for helping his clients meet their financial goals. This passion is what lead Matthew to become a financial advisor and has been his driving force throughout his career. This passion came to him early in life. Matthew was lucky enough to have a wonderful role model in his grandfather, who was a successful financial advisor for over 35 years and found great happiness in life by helping his clients achieve their financial goals. Matthew’s grandfather’s love of his career inspired him to follow in his footsteps and emulate his client focused methodology and passion to get his client’s objectives met.
Matthew uses a holistic wealth management approach with his clients. He enjoys getting his clients fully engaged in the planning process which allows him to help educate and guide. This approach also helps his clients fully understand the plans and solutions based upon the client’s risk tolerance, time horizon, liquidity needs and overall investment goals.
Matthew is a graduate of Hofstra University with B.B.A. in Finance.
Matthew grew up in Hewlett, NY and currently resides in Oceanside, NY. Matthew is the proud father of two amazing daughters, Emilia and Julia.
In College, Matthew played Division 1 soccer. Matthew still has a passion for soccer and continues to play whenever he can. He also loves to play and create his own music and has a deep affection for the arts.
Along with his father and brother, Matthew, collects, restores and attends events for muscle cars, Corvettes and other vintage collectible automobiles.
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.
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.
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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.