Matt joined Merrill Lynch Wealth Management in 2005. Over the course of his career, he has developed and refined an approach to help his clients achieve sustainable financial independence. His process begins with a conversation about what is most important to them. With that understanding, he helps his clients prioritize their goals and implement a financial strategy that adapts to their evolving life circumstances, needs and resources.
In addition to assisting private clients and their families, Matt works with entrepreneurs, founders and key associates at both public and private companies. His goal is to help these individuals understand the challenges associated with their equity ownership and to appropriately integrate it into their overall financial strategies.
Matt is also committed to working with his clients’ other professional advisors, including CPAs and estate attorneys, to help develop integrated strategies that strive to mitigate tax liabilities, preserve their legacies and reflect their intentions.
Matt is a CERTIFIED FINANCIAL PLANNER® (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Plan Fiduciary Advisor® (CPFATM) designation and earned his bachelor’s degree in Management from Johnson & Wales University in Rhode Island. Matt resides in Boston, and his hobbies include cooking, hiking, photography and traveling.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*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.
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.
