Profile

Matthew Flotteron is a Senior Financial Advisor with The Flotteron Group at Merrill Lynch Wealth Management who provides dynamic, personalized investment advice and long-term planning to individuals, families and small businesses. Matthew leverages over 30 years of experience of the Flotteron Group, a team with a proven track-record of excellence, including Joseph Flotteron, a Barron's Top 1200 Financial Advisor in 2010, 2013, 2014, 2015, 2016, 2017, 2018, and 2019 (1) (*Published annually in March. Rankings based on data as of September 30 of prior year) and a Forbes Best-in-State Wealth Advisor in 2021 and 2022 (2) (*Published annually in February. Rankings based on data as of June 30 of prior year).

"The age old question: will I outlive my money? My individualized approach focuses on both the macro and micro aspects of your life," explains Matthew. "Whether it be starting a business or saving for retirement, I take a vested interest in making sure you never have to ask yourself hard questions about the future," he concludes. Matthew is a Portfolio Manager in Merrill's Investment Advisory Program - enabling him to help clients pursue their objectives by managing on a discretionary basis his own Personalized and Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. 

Prior to joining Merrill, Matthew developed and managed several businesses, which provided a strong foundation in topics such as accounting, tax, insurance and retirement planning (4). He received his undergraduate degree from the University of Vermont in Business Administration with a double concentration in Finance and Management Information Systems and a minor in Economics. Matthew also received his Masters in Accounting from the University of Vermont. An avid skier and outdoorsman, he resides in Stowe, Vermont.

 

(1) *Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in 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.

(2) *Source: The Forbes “Best-in-State Wealth Advisors” list, published on February 11, 2021. Rankings based on data as of June 30, 2020.

Data provided by SHOOK™ Research, LLC. The Forbes “Best-in-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: 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. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Forbes 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. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.

(3) *Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022.

Data provided by SHOOK® Research, LLC.  Forbes “Best-in-State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: 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. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes 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. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, 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.

(4) Matthew does not provide any legal or tax advice in his role at Merrill