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With over 13 years of industry experience, Matt has worked with clients with wealth management strategies, investments, retirement planning, college education planning, estate planning, lending, and insurance, among other planning needs. Matt leverages this extensive experience with his relentless work ethic and attention to detail from his time serving in the United States Air Force for 4 years to assist clients in planning for their goals and dreams. Matt has also earned the title Senior Portfolio Advisor in addition to Senior Financial Advisor. 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 model portfolios and third-party investment strategies.
Matt incorporates five core principles into his client relationships which are the foundation of his practice.
5 Principles (P's):
1) Person- Matt is committed to building an authentic, long-term relationship with his clients where he will listen and challenge them to be the best person they can be.
2) Process- Matt uses a thorough process of understanding client’s needs and tailoring strategies around those needs.
3) Plan- Matt utilizes his extensive industry experience and acumen to help ensure only the most appropriate strategies are implemented into client's plans based on the client's needs. Matt will regularly meet with clients to review their goals as their needs change.
4) Prayer- Matt has a very strong faith and he builds long-term trusting relationships with his clients and so he often prays for them when they're in need.
5) Privacy- Safeguarding the intimate details of client's personal information is of the highest priority to Matt.
These principles allow Matt to deliver strategies that are designed to elevate the generational financial trajectory of families and help enable them to achieve their goals and dreams.
Matt follows the deep-seated Merrill tradition of participating in the communities we serve. This drives Matt's interest in spending time volunteering with organizations in his community. Matt is on the Advisory Board at the Fairfield YMCA and on the Investment Committee at the GMV YMCA. Matt coaches youth sports including basketball, baseball and soccer in the community and enjoys meeting new people!
English & Spanish
Miami University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Market Linked Investments Specialist
Bank of America, N.A.
Wealth Strategies Advisor
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
We understand that both your life and the financial markets can change over time. By 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.
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.
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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.
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.
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Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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