As a Senior Financial Advisor at Merrill Lynch Wealth Management, I lead a highly experienced wealth advisory team that serves individuals, families and institutions and our primary purpose is help clients grow and preserve their wealth.
In addition to helping our clients with ongoing professional investment management (including allocation to Private Equity, Hedge Funds and Real Assets), we advise and help with various credit and lending needs, social security filing strategies, tax-minimization methods, estate planning strategies, philanthropic account options, and access to complementary private banking services.
My personal interests include spending time with family, my involvement with the Torrey Pines Men’s Golf Club, coaching varsity golf at Christian Unified High School, attending Shadow Mountain Community Church, and exchanging good books and quotes with others ("You can have anything, you can't have everything").
Would love to connect with you and be a resource! You can reach our team anytime at Matthew.VanMeeteren@ml.com or 858-677-1321.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
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.