Matthew has been with Merrill Lynch Wealth Management since 2006. His focus is on developing strategies and providing advice for high-net-worth individuals, their families and their businesses to help them meet their financial goals.
As a Merrill Senior Financial Advisor, Matthew help’s simplify the complexity in clients financial lives by providing advice and guidance based on time-tested investment and planning principles. At the heart of his philosophy is a passion to build enduring relationships with individuals, families and small businesses through his commitment to provide outstanding service. Partnering with a team of internal specialists, Matthew assists clients in every aspect of their financial lives and is their first point of contact.
Matthew is a graduate of Arizona State University. He currently resides in Tempe, Arizona with his wife Janik, daughter Samantha and dog Frosty. In his spare time, Matthew serves as a member of the Arizona State University Alumni Association, Sole Sports Running Club and enjoys golfing, running and spending time with his family. Matthew is an avid sports supporter.
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.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
