Matthew is a dedicated CERTIFIED FINANCIAL PLANNER® professional with a passion for helping individuals and families achieve their financial dreams. Originally from Long Island, Matthew brings a down-to-earth approach to financial planning, blending professionalism with an ability to connect personally with clients. A proud alumnus of Fairleigh Dickinson University, Matthew was a former collegiate athlete who continues to stay engaged with the university by participating in alumni events and fostering lifelong connections. Outside of work, Matthew is an avid Yankees fan who never misses the chance to catch a game. Golfing is another favorite pastime, providing both relaxation and the opportunity to network with like-minded professionals. Committed to self-improvement, Matthew stays sharp by reading professional studies and keeping up with the latest trends in financial planning. When not working or studying, you'll likely find Matthew running with his run club in Jersey City or competing with friends through his indoor golf league if it is too cold for the course. With a strong work ethic, a love for people and a competitive spirit, Matthew is uniquely positioned to help clients navigate their financial journeys with confidence and clarity.
My investment philosophy centers on the belief that keeping the process simple often leads to better long-term outcomes than trying to overcomplicate or trade excessively. By focusing on a clear, disciplined strategy and avoiding unnecessary noise, we can create a great net positive over time without taking on excessive risk. I believe in the power of long-term investing and the importance of crafting a thoughtful, well-structured plan for your investments to help you achieve your financial goals with confidence.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.