Michael is highly regarded in the industry, among generations of client families, and in his community.

In 2013, Michael was named to Barron’s “Top 1,000 Financial Advisors” and in 2014, 2016, 2017 and 2018 to Barron's "Top 1,200 Financial Advisors: State-by-State"* (published annually in Feb-March. Rankings based on data as of September 30 of prior year.) In 2018, 2019 and 2020 Michael was named to Forbes “Best-in-State Wealth Advisors”** (published annually Jan - April. Rankings based on data as of June 30 of prior year.)

Since joining Merrill Lynch Wealth Management in 1982, Michael has devoted himself to managing risk across distinct aspects of clients’ wealth. Working closely with clients’ other trusted advisors, Michael believes in helping preserve clients’ capital by customizing tax-efficient*** wealth management strategies that utilize a defined process. Michael holds the CERTIFIED FINANCIAL PLANNER™ designation awarded by the CFP® Board of Standards, requiring him to act in a fiduciary capacity with respect to his financial planning and investment advice. 


Michael serves on the Board Trustees for The Union League Legacy Foundation; the charitable organization that promotes the values and spirit of The Union League of Philadelphia. Michael has served on The Board of Directors of The Hopewell Valley Golf Club, The Investment Committee at The Presbyterian Church of Lawrenceville, Bucknell University's Parent Board of Directors, and the Princeton YMCA Board of Directors. Michael earned a Bachelor of Science degree in Finance from Drexel University.

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in Feb-March. Rankings based on data as of September 30 of prior year.  

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.

**Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

***Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

As a Marine Corps veteran, Matthew focuses on serving the unique wealth management needs veterans and other individuals with sophisticated financial needs. His military background helps Matthew bring a methodical, detailed orientated and results driven approach to the group. Passionate about delivering excellent service, Matthew works to help individuals make more informed financial decisions as they transition through the various phases of their lives.

Prior to joining Merrill, Matthew spent five years in the United States Marine Corps. He served with the 3rd Fleet Antiterrorism Security Team from 2009-2012 where he conducted security operations in Guantanamo Bay, Cuba and supported FASTCENT operations in Bahrain, Jordan, Kuwait, and Egypt. In 2012, Matthew deployed to the South Pacific with 2nd Battalion, 1st Marines as a member of the 31st Marine Expeditionary Unit.

After receiving an honorable discharge in 2014, Matthew went on to graduate magna cum laude from Drexel University with a Bachelor of Science degree in Finance. Matthew currently reside in Fairless Hills, PA with his wife Katie and sons, Calvin and Carson.

Dawn has been with Merrill Lynch Wealth Management since 1993. Prior to joining the team in 2008, Dawn spent 15 years serving high-net-worth clients with a team in Washington D.C. Today, Dawn plays an integral role as a “point person” for many clients – addressing their transactional, account and administrative needs. Dawn’s experience with corporate stock option plans and restricted stock sales is of particular benefit to many clients. Born and raised in New Jersey, Dawn earned a Bachelor’s degree from the University of North Carolina at Wilmington. She lives in Pennington with her son.