Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Matt's practice is focused on helping corporate executives in the Greater Philadelphia area for whom time is a precious and scarce resource. With the constant demands on their calendars, corporate executives value the partnership and appreciate the simplification and better organization of their financial life.
The focus begins with you and your family by taking a full inventory of your financial assets, typically including, your retirement plan (401(K)), your stock options, your deferred compensation and any pension you may have, as well as, your personal liabilities and insurance. Following a discussion around what you and your family want to achieve, combined with understanding of your current financial assets, you will receive a plan of action designed to meet your goals in a tax, cost and risk efficient manner.
Matt's corporate executive clients find value in having the full picture of their financial situation along with a knowledgeable, single point of contact supported by a global investment firm capable of addressing the sum of their financial needs.
Matt is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. As a bearer of this designation, Matt is held to a higher standard of education, examination and ethics.
Matt also earned the Certified Plan Fiduciary Advisor designation. Such recognition allows Matt to offer access to fiduciary services with regards to the management of qualified retirement plans.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
St Joseph's Preparatory High School
Learn more about the highly engaging podcast series from Merrill Lynch
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.
Senior Wealth Management Lending Officer NMLS # 652356
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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*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. Merrill Lynch Wealth Management 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 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.