Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Matthew Beavers has always made it his priority to provide the highest quality personal service to clients. This was his driving force for over 34 years in his CPA professional career and now in his role as a financial advisor.
Matthew graduated from Texas A&M College Station in 1981. He moved to Corpus Christi where he joined Peat Marwick Mitchell LP and later became a partner with a local CPA firm, Whittington, Beavers, and Hubbard PC.
During his professional CPA career* he worked in the area of individual and business tax planning and compliance, estate planning, business planning and consulting.
In 2015 he was offered a unique opportunity to join his son’s team in Fort Worth as a financial advisor. Christopher Beavers, Matt’s son, joined Merrill Lynch Wealth Management in 2010 and has risen to the level of Senior Vice President and Wealth Management Advisor.
Matthew brings a unique perspective to the team. His experience as a CPA and business owner adds a level of firsthand knowledge and experience that most financial advisory teams do not offer.
Matthew and his wife Pamela (also a degreed accountant and his high school sweetheart) have two children. In addition to their son Christopher, they have one daughter Kayla Beavers (a CPA with Ernst and Young in Fort Worth).
Matthew has been very active in Rotary as well as other civic and charitable organizations. He enjoys all things family, travel, music, and football.
Texas A&M University
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.