Matt is a seasoned Financial Advisor on Merrill’s Global Corporate & Institutional Advisory Services where he has been guiding client since joining the firm in 2006. With a deep acumen in working with C-Suite executives, Matt focuses on managing concentrated stock positions, implementing 10b5-1 trading plans, and optimizing deferred compensation strategies.  His approach goes beyond portfolio management- he integrates these complex financial strategies into a comprehensive planning approach that helps his clients establish, prioritize and achieve their long-term goals.  His ability to navigate the intricacies of executive compensation allows his clients to make informed decisions that align with both their professional and personal aspirations.

A native of the Atlanta area, Matt earned both his bachelor’s and master’s degrees in finance from Georgia Southern University, where he also served as the captain of the rugby team.  His leadership on the field translates seamlessly into his professional career, where he is known for his strategic thinking and commitment to delivering a top tier service model.

Outside of the office, Matt enjoys traveling with his wife Emily and their three sons, Reagan, Callen, and Sutton. He dedicates much of his time to coaching his sons’ baseball teams and is actively involved in charitable organizations such as Children's Healthcare of Atlanta, reinforcing his passion for mentorship and giving back to the community.