Susan values her close relationship with each client and she is passionate about the service and guidance that her team provides to help each client pursue their financial goals.
Susan joined Merrill in 2008 after three years as an advisor at UBS Private Wealth Management. Prior to UBS, Susan had an eight year career at Goldman Sachs private client division and held various positions focusing on the needs of ultra high net worth individuals. Prior to Goldman, Susan worked at Prudential Securities New York in the limited partnership division and in the financial services division in Miami. Ms. Matos received a BS in management and international business from Florida International University.
Susan is very involved in the local and international community and she is board member of a couple of not for profit organizations. She has special interest in helping children and women in need and actively participates in local and international service projects with her daughter Isabella. Her hobbies include fishing, sailing, camping and cooking with her daughter.
Susan and her team are exceptionally service-oriented, striving to stay in close contact with each client. She believes that her proactive approach helps her anticipate client’s financial needs and be better prepared for the intricacies of the financial markets. Susan and her team stay abreast of new strategies, trends, regulations, tax laws and market conditions in order to provide clients with innovative ideas and sophisticated strategies.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
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.
