Matt’s passion is getting to know his clients on a personal level and teaming up with them to design a tailored plan based on their unique priorities. Since 2014, he has always focused on going the extra mile for his clients. He joined Merrill Lynch Wealth Management to help individuals, families, and small businesses achieve what is most important to them by understanding their unique priorities and building a customized, goals-based wealth management plan. As a CERTIFIED FINANCIAL PLANNER™ professional, he is well versed in tax minimization strategies, executive compensation packages, and making complex planning simple to understand and implement. Matt is a graduate of Bentley University where he earned a bachelor’s degree, with Honors, in finance. His hobbies include ice hockey, skiing, boating, and golfing. Matt and his wife reside in Marshfield with their son and dog.
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.
