Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Matthew has more than 20 years experience in the Financial Services industry helping families and small businesses with their financial strategies. Matthew joined Merrill Lynch as a Vice President and Wealth Management Advisor in February 2014 and prior to that held a Financial Advisor position with Morgan Stanley since 1998. In 1999, Morgan Stanley awarded Matthew with the National Sales Director Award, which is given to Morgan Stanley's top financial advisors in their first year. In 2004, Matthew earned the CERTIFIED FINANCIAL PLANNER certification, in 2007 the title of Associate Vice President, in 2007 the designation of Chartered Financial Consultant and in 2014 the title Vice President. Matthew Currently holds the FINRA series 7, 31, 66 registrations and Life and Health Insurance licenses.
Matthew is a Cum Laude graduate from Bloomsburg University where he earned two degrees, one in Business Finance and the second in Arts and Science Economics. Matthew also received the Personal Financial Planning Certificate from Moravian College in 2004.
Matthew currently resides in Plainfield Township, PA with his wife, Melissa, and three children, Kailey, Carter, and Trexler. Matthew is a member of the Plainfield Township Lions Club, Slate Belt Chamber of Commerce and has been a volunteer coach for the Green and White Athletic Association, Plainfield Township Athletic Association, and the Wind Gap Athletic Association for the past 10 years.
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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 give you peace of mind* that you're on track to help 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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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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 financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.