Matt joined the Gallo Group after earning his degree in economics from Loyola Marymount University. He holds the Series 7 and 66 FINRA Registrations, and works closely with the team to provide wealth management advice and guidance to high net worth clients since his membership in 2014. Matt’s focus is on developing long-term client relationships through strategic wealth planning, personal retirement analysis, and professional money management. During the course of his studies at LMU, Matt discovered a natural interest in statistics and a deep curiosity about finance markets. His career choice is complimented by his passion for health and fitness, a harmony of interests that is captured in his mantra, mens sana in corpore sano, Latin for a sound mind in a sound body.
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.
