Matthew Smith
Senior Vice President, Senior Financial Advisor
569 Brookwood Village
Birmingham, AL 35209
205.326.9666
Learn more about an advisor's background on
Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

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.

Recognition
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2023
(Published on August 8, 2023. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Click here to learn more about advisor recognitions
Meet Our Professional Staff
Brittany Hodo
Wealth Management Client Associate
205.326.9623
Eva Beumer-Mitchell
Wealth Management Client Associate
205.326.9630
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Sarah F Prewitt
Structured Credit Executive
Bank of America, N.A.
Allison Mulgrew
Wealth Strategies Advisor
Bank of America, N.A.
About Merrill

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Matthew Smith is registered to do business in AL, CA, CO, CT, DE, FL, GA, IL, IN, KS, LA, MO, MS, NC, NV, NY, OH, PA, SC, TN, TX, UT, VA.