Matthew A. Hollis, CPWA, CIMA, CFP, CLU, CRPS®
Senior Vice President
Wealth Management Advisor
Honest, hard-working, and dedicated, Matthew has been successful in developing strong, long-lasting relationships with clients. He helps individuals and business owners with portfolio construction, retirement planning, income generation, college funding, and wealth transfer techniques . Effectively articulating concepts and strategies, Matthew differentiates himself through his constant focus on risk minimization and his desire to continually educate clients. A proponent of modern portfolio theory, Matthew is passionate about reducing volatility in client portfolios. He strives to build portfolios that employ low and negative correlating asset classes to lower overall portfolio risk.
Matthew began his career in the financial services industry in 2003 after earning a Bachelor of Science in Business from Miami University. Two years later, Matthew earned a Certificate in Personal Financial Planning from Oakland University. In 2015, Matthew earned a Master of Business Administration from Oakland University, with a dual concentration in Finance and Business Economics. Matthew has earned the CERTIFIED FINANCIAL PLANNER--CFP®--certification from the Certified Financial Planner Board of Standards Inc., the Certified Private Wealth Advisor--CPWA®--and the Certified Investment Management Analyst-CIMA®--designations from the Investments & Wealth Institute™, the CLU®—Chartered Life Underwriter—designation from the American College, and the CRPS®—Chartered Retirement Plans SpecialistTM designation from the College for Financial Planning Institutes Corp.
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.
