Matt Heafner

I've been helping clients make confident financial decisions since 2012, with a focus on creating clarity and structure around long‑term planning. As a Financial Advisor with Merrill Lynch Wealth Management, my priority is to build a meaningful relationship with you and deliver a personalized, goals‑based strategy designed to simplify complexity and keep you moving forward.
I focus on serving mid‑ to late‑career high‑earning professionals who are entering their peak financial years and value a thoughtful, structured planning approach. My practice is centered on the mass‑affluent to emerging‑high‑net‑worth space, where disciplined planning and proactive guidance can drive meaningful, long‑term results.
I have found that clients work with me for my ability to simplify complex decisions, coordinate moving parts across investments, benefits, taxes, and estate considerations, and provide steady guidance through key transitions-retirement readiness, equity compensation events, business liquidity, and multi‑generational planning.
I'm committed to continuous learning and collaboration across Merrill, so clients can benefit from the firm's depth of resources, research, and specialized capabilities-all delivered through a clear process and plain‑English communication.
Outside of work, I enjoy playing golf, spending time outdoors, and staying active in the community. My wife and I love traveling, discovering new food experiences, and spending quality time with our friends and family.

I'd be happy to connect and learn more about what you're working toward.