Matt Smith is a Merrill Financial Advisor at the Brookwood Village Branch in Birmingham, Alabama. As a Financial Advisor, Matt offers investment, retirement, and tax minimization strategies for individuals and business owners. After thoroughly discussing and reviewing a client's needs, goals, and future objectives, Matt creates a customized strategy designed to help them achieve their financial and life goals. He takes great pride in the relationships he builds with his clients from gaining their trust to becoming their biggest financial asset.
Matt holds a Juris Doctorate from Thomas Goode Jones School of Law, and a Bachelor’s degree in Finance from The University of Alabama. Before joining Merrill Lynch Wealth Management in 2012, Matt was a practicing attorney for several years.*
Matt is married to Keilah Smith of Mobile, Alabama, and they have two daughters, Mary Jennings and Margaret Ruth. They live in Homewood and are active members of the community. Matt, Keilah, Mary Jennings, and Margaret Ruth enjoy being at the lake, snow skiing, and college football.
*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.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.