Dave Matthey is a Senior Vice President and Senior Financial Advisor. He helps affluent individuals and families with all aspects of their financial needs.

Dave’s wealth management philosophy places the investor front and center—while maintaining a focus on the market. As a Senior Financial Advisor, Dave takes a consultative and objective approach to wealth management by taking the time to understand the client’s financial situation, risk tolerance, and time horizon to establish a customized financial strategy centered on their goals and needs. Once a strategy and plan is in place, Dave periodically reviews the plan's progress with you to help make sure that your strategy is on track with your life changes and priorities.

Dave also provides access to the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America to help address all aspects of clients’ financial lives.
 
Dave has been in the financial service industry since 1988 and joined Merrill in 1990. He is a graduate of California State University Fullerton with a Bachelor’s Degree in Business Administration and Finance.

Dave lives in Irvine with his wife Julia and their four children. He enjoys watching baseball and is a lifelong Anaheim Angels fan. Dave is also involved with local communities, assisting charitable organizations such as the Anaheim YMCA and Kiwanis International.