Matthew Anderson

I chose to become a Financial Advisor with Merrill for the opportunity to work with individuals, families, business owners, and senior executives as they pursue their financial goals through planning‑based strategies and disciplined investment approaches.

I bring more than 15 years of experience in accounting, finance, and business leadership. Prior to joining Merrill, I served in senior finance and operational leadership roles across venture‑backed technology companies, professional services firms, and closely held businesses. Throughout my career, I worked closely with founders, executive teams, and boards of directors on complex financial decisions, growth initiatives, and long‑term planning.

At Merrill, I apply a goals‑based wealth management approach, working closely with clients to understand what is most important to them and to develop a personalized financial plan aligned with their priorities. I meet with clients regularly to review progress, discuss changes in circumstances, and adjust strategies as needed to help them stay focused on their objectives.

I am particularly passionate about working with business owners, executives, recent retirees, and families navigating important life and financial transitions. My background allows me to bring a thoughtful and practical perspective to conversations around personal wealth, business interests, retirement planning, and long‑term legacy considerations. I emphasize a long‑term approach to investing and a high level of client service.

As part of Merrill, I provide clients with access to a broad range of investment capabilities and make banking, credit, and lending resources available through Bank of America, N.A., when appropriate.

_{*I do not provide tax or legal advice in my current role at Merrill.}