Brien Mattingly Headshot Image
Brien Mattingly
,
Vice President, Senior Financial Advisor
NMLS #1809411
2950 E Harmony Rd
Fort Collins, CO 80528
970.266.4810
Learn more about an advisor's background on
We'll deliver the investment insights of Merrill® to you and offer access to the banking convenience and lending solutions of Bank of America. We'll help you explore financial possibilities that may be available in today's changing markets.  And we can leverage additional support by calling upon our global network of specialists to assist you.
Profile

Brien grew up on a farm/ranch in the San Luis Valley where he learned the importance of hard work, discipline, and being relentless in the pursuit of your goals.  His mother was a family practice doctor who taught him to be compassionate and always take care of others.  His father was an owner-operator of Mirage Farms who showed him how to be self-sufficient, gritty, and creative.  His grandfather invested the WaterPik and was a true example of an entrepreneur. He graduated from CU-Boulder with a degree in Political Science after playing 3 years of division I basketball where he learned how to play a role and make a contribution to a team while making the Commissioner's Honor Roll and All-Academic first team for the Big XII Conference. After graduating, Brien gained valuable experience as a financial advisor in the financial service industry working at Promark Financial, Axa Advisors, and Wells Fargo Advisors. This combination of growing up in a small rural community, playing team sports, and learning industry perspectives from global leaders are what guides Brien's financial services practice today. He believes strongly that financial success is based on creating definitive financial goals and then formulating a plan of action to keep yourself on track. His philosophy is centered around the thought that setting goals and then working tirelessly to achieve them is what gives our life meaning.  His practice is guided by the code of ethics of a CERTIFIED FINANCIAL PLANNER® professional to always act with honestly, integrity, competence, and diligence. Merrill Lynch Wealth Management and the banking convenience of Bank of America provide the framework to deliver advice and guidance from one of the most prestigious and respected wealth management firms and banks in the world to individuals, families, and businesses.

Videos
2024: A Foundational Year
About Me
Welcome

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.

Meet Our Professional Staff
Danielle Flores
Registered Wealth Management Client Associate
970.266.4817
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.
Alexander Feneck
Enterprise Relationship Specialist
Andrew M Butt
Senior Wealth Management Lending Officer
NMLS #515815
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
Brien Mattingly is registered to do business in AZ, CA, CO, FL, IA, IL, IN, KS, MA, NJ, NY, OK, OR, PA, SC, TN, TX, UT, VA, WY.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.