Matt joined Merrill Lynch Wealth Management after graduating from Hamilton College with a degree in Political Science. Matt’s approach helps clients define meaningful goals and priorities, as well as optimizing resources to choose effective strategies. This approach is very powerful when it comes to balancing risks and rewards for concentrated stock options. Matt holds the Chartered Retirement Planning Counselor™ CRPC™ designation and CERTIFIED FINANCIAL PLANNER™ CFP® certification. He also holds the Series 7 & 66 FINRA registrations. Matt lives in Druid Hills with his wife Brittany and four children. He current serves on the Board of Trustees for the Atlanta Ballet.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.